EB
Elizabeth M. Braman
FIRST COMMAND ADVISORY SERVICES
JBSA-Lackland, TX
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CRD#: 7550776
EB
Professional summary
Elizabeth May Braman, who also goes by Elizabeth May Fortenberry, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Jbsa-lackland, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Jbsa-lackland, Texas.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Elizabeth has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth May Fortenberry
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.
(1) Name of the other business: Violin Lessons ; Whether the business is investment-related: No ; Address of the other business: 2098-5 Madison Dr, JB Andrews, MD 20762 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Teacher/owner ; The start date of your relationship: 10/3/2022 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: I am a teacher to one student for violin lessons from my home (2) Name of the other business: Wandering Wands Travel Whether the business is investment-related: No Address of the other business: 12013 128th Street Ct E, Puyallup, WA 98374 Nature of the other business: Other OBA Your position, title, or relationship with the other business: Travel Agent The start date of your relationship: Jan 20, 2025 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Planning Disney vacations as a Travel Agent
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth May Braman'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
September 12, 2022 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 7361 Calhoun Place Suite 426, Rockville, MD 20855RIA
CRD#: 281958
JBSA-Lackland, TX
Current
July 18, 2022 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #2: 7361 Calhoun Place Suite 426, Rockville, MD 20855BD
CRD#: 3641
JBSA-Lackland, TX
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
Alabama(2/6/2025)
RR
Arizona(2/6/2025)
RR
California(2/6/2025)
RR
Colorado(2/6/2025)
RR
Delaware(2/6/2025)
RR
District of Columbia(9/12/2022)
RR
Florida(2/6/2025)
RR
Georgia(2/6/2025)
RR
Idaho(2/6/2025)
RR
Illinois(2/6/2025)
RR
Iowa(2/6/2025)
RR
Kansas(2/6/2025)
RR
Kentucky(2/6/2025)
RR
Louisiana(2/6/2025)
RR
Maine(2/6/2025)
RR
Maryland(9/12/2022)
IAR
Maryland(3/4/2025)
RR
Massachusetts(2/6/2025)
RR
Michigan(2/6/2025)
RR
Minnesota(2/6/2025)
RR
Nebraska(11/16/2022)
RR
Nevada(2/6/2025)
RR
New Jersey(2/6/2025)
RR
New York(2/6/2025)
RR
North Carolina(2/6/2025)
RR
North Dakota(2/6/2025)
RR
Ohio(2/6/2025)
RR
Oklahoma(9/16/2025)
IAR
Oklahoma(9/17/2025)
RR
Pennsylvania(2/6/2025)
RR
South Carolina(2/6/2025)
RR
South Dakota(2/6/2025)
RR
Tennessee(2/6/2025)
RR
Texas(8/24/2023)
IAR
Texas(8/24/2023)
RR
Utah(2/6/2025)
RR
Virginia(9/12/2022)
RR
Washington(2/6/2025)
RR
West Virginia(2/6/2025)
RR
Wisconsin(2/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/18/2022
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
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
