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AC

Adam S. Creel

FIRST COMMAND ADVISORY SERVICES
Oceanside, CA 92056
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CRD#: 7798485
AC

Professional summary


Adam Seth Davis Creel, who also goes by Adam Seth Creel, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Oceanside, California and FIRST COMMAND BROKERAGE SERVICES, INC. located in Oceanside, California.

Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Adam has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Adam Seth Creel

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: Crumbl Cookie Franchise Owner ; Whether the business is investment-related: No ; Address of the other business: 31867 Rancho California Rd Ste E-300, Temecula, CA 92591 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Partner ; The start date of your relationship: Sep 01, 2024 ; 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 passive partner, contributing capital to the business and sharing in the profits without participating in daily operations. My responsibilities include providing financial investment, sharing liability, reviewing business performance, and potentially offering input on major decisions. I am not engaged in the management but will ensure the business adheres to legal and ethical standards. (2) Name of the other business: LAM Property Group LLC Whether the business is investment-related: No Address of the other business: 1133 Pine Street, Port Huron, MI 48060 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Chief Financial Officer The start date of your relationship: Aug 01, 2025 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: Update partners on quarterly financial status. 33% partner of LAM.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Adam Seth Davis Creel's CRS (Customer Relationship Summary).
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®
None

Experience


Current

April 22, 2024 - Present

FIRST COMMAND ADVISORY SERVICES

Office #1: 4167 Avenida De La Plata Suite 102, Oceanside, CA 92056
RIA
CRD#: 281958
Oceanside, CA
Current

February 16, 2024 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: 4167 Avenida De La Plata #102, Oceanside, CA 92056
BD
CRD#: 3641
Oceanside, CA

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
Arizona
(7/8/2024)
RR
California
(4/22/2024)
IAR
California
(4/22/2024)
RR
Michigan
(7/8/2024)
RR
Nebraska
(11/4/2025)
RR
Texas
(9/25/2025)
IAR
Texas
(9/25/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/22/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/16/2024
Investment Company Products/Variable Contracts Representative Examination
General 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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP PROGRAM BROCHURE (10/30/2024)

Regulatory assets under management


Total Number of Accounts110,166
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.

Company Information


FIRST COMMAND ADVISORY SERVICES

CRD#: 281958Oceanside, CA 92056

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