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Donald J. Yeiter
FIRST COMMAND ADVISORY SERVICES
Saint Marys, GA 31558
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CRD#: 7549482
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Professional summary
Donald Jamieson Yeiter, who also goes by Donald Yeiter, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Saint Marys, Georgia and FIRST COMMAND BROKERAGE SERVICES, INC. located in Saint Marys, Georgia.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Donald has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Donald Yeiter
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of the other business: Auto Zone ; Whether the business is investment-related: No ; Address of the other business: 1832 E. Little Creek Rd. Norfolk, VA 23518 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: Sales Associate/Customer Service ; The start date of your relationship: 10/19/2021 ; The approximate number of hours/month you devote to the other business: 11 to 20 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Sell and advise customers on the right parts required for their vehicle needs.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Jamieson Yeiter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 13, 2023 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 888 Kingsbay Road, Suite A, Saint Marys, GA 31558RIA
CRD#: 281958
Saint Marys, GA
Current
November 30, 2022 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 888 Kingsbay Road Suite A, Saint Marys, GA 31558BD
CRD#: 3641
Saint Marys, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(1/26/2023)
IAR
Florida(2/13/2023)
RR
Georgia(3/30/2023)
IAR
Georgia(4/2/2024)
RR
Michigan(11/30/2023)
RR
Minnesota(11/28/2023)
RR
South Carolina(5/15/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/30/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Firstcomm Plaza, Fort Worth, TX 76109
Mailing Address
Po Box 2387, Fort Worth, TX 76113-2387
Phone number
(817) 731-8621
Established
Firm type
Fiscal year end
# of Employees
1,787
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958Saint Marys, GA 31558TRUST BUT VERIFY
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