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Perry David Price

FIRST COMMAND ADVISORY SERVICES
Dover, DE
·CRD# 7670676·3 years experience

Professional Summary

Perry David Price is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Dover, Delaware and FIRST COMMAND BROKERAGE SERVICES, INC. located in Dover, Delaware. Perry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Perry has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

3 years in the financial services industry

Current & Past Employments

FIRST COMMAND ADVISORY SERVICES·CRD# 281958
RIA
4608 S Dupont Hwy Unit 1, Dover, DE 19901
August 12, 2024 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641
BD
4608 S Dupont Hwy Unit 1, Dover, DE 19901
August 12, 2024 - Present
FIRST COMMAND ADVISORY SERVICES·CRD# 281958
RIA
Dover, DE
April 7, 2023 - September 26, 2023
FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641
BD
Dover, DE
March 8, 2023 - September 26, 2023

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Current Firm

FC
FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - SEC (7/28/2005 Approved)

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

# of Employees

1,787

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP PROGRAM BROCHURE (6/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

113,591

AUM (Assets Under Management)

$24,429,418,155

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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: U.S. Air Force ; Whether the business is investment-related: No ; Address of the other business: 270 Atlantic Street, Dover Air Force Base, DE 19902 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Instructor Flight Engineer ; The start date of your relationship: Nov 29, 2010 ; The approximate number of hours/month you devote to the other business: Over 40 ; The number of hours you devote to the other business during securities trading hours: Over 40 ; Briefly describe your duties relating to the other business: I am currently serving in the Air Force Reserves on active orders until November of 2025. I plan to continue those orders until their conclusion while working part time as Alexandra Olah's associate financial advisor. Upon completion of those orders, I plan to come back to full-time status at First Command, while serving the remainder of my enlistment as a traditional reservist. � I am currently serving in the Air Force Reserves on active orders until November of 2026. I plan to continue those orders until their conclusion while working part time as Alexandra Olah's associate financial advisor. Upon completion of those orders, I plan to come back to full-time status at First Command, while serving the remainder of my enlistment as a traditional reservist.

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alaska
(8/12/2024)
RR
Delaware
(8/12/2024)
IAR
Delaware
(8/12/2024)
RR
Florida
(8/12/2024)
RR
Georgia
(8/12/2024)
RR
Illinois
(8/12/2024)
RR
Maryland
(8/12/2024)
RR
Montana
(6/5/2025)
RR
New Jersey
(8/12/2024)
RR
New York
(8/12/2024)
RR
North Carolina
(8/12/2024)
RR
Ohio
(8/13/2024)
RR
Pennsylvania
(8/12/2024)
RR
South Carolina
(8/12/2024)
RR
Texas
(8/12/2024)
IAR
Texas
(8/12/2024)
RR
Virginia
(8/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2023About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2023About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Perry David Price's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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