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CRD#: 3641
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

FIRST COMMAND BROKERAGE SERVICES, INC. is located at 1 Firstcomm Plaza, Ft Worth, TX 76109-4978 and was first established at Dallas, Texas in 11/24/1958. After operating for 68 years, FIRST COMMAND BROKERAGE SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FIRST COMMAND BROKERAGE SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. FIRST COMMAND BROKERAGE SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FIRST COMMAND BROKERAGE SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 8 disclosures, 5 being regulatory events, 0 being client events, and 3 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FIRST COMMAND BROKERAGE SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FIRST COMMAND BROKERAGE SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for FIRST COMMAND BROKERAGE SERVICES, INC. Comes From

Understanding the Statistics for FIRST COMMAND BROKERAGE SERVICES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
5
Arbitration
3

FIRM INFORMATION

Main Address
1 Firstcomm Plaza, Ft Worth, TX 76109-4978
Mailing Address
P.o. Box 2387, Fort Worth, TX 76113
Firm Size
Large
Phone Number
(817) 731-8621
Established
Texas since 11/24/1958
Firm Type
Corporation
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)Latest Form ADV
Part 2 Brochures

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FIRST COMMAND FINANCIAL SERVICES, INC.STOCKHOLDER/OWNER
CADDELL, TINA KATHERINEVICE PRESIDENT - PRINCIPAL OPERATIONS OFFICER3041675
CERBONE, HEIDI ELIZABETHVICE PRESIDENT AND TREASURER5734664
CHARTAN, ERICSENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER4809520
GRIFFIN, CASEY JAMESSENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER3124214
HUBKA, MEEGHAN LYNNEVICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER (FINOP)5859322
RICHTER, KELLEEN MARIEEXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER2098017
SMITH, FRANK DEANSENIOR VICE PRESIDENT - CHIEF INFORMATION SECURITY OFFICER & CHIEF TECHNOLOGY OFFICER6005160
STEFFE, MARK DUANEPRESIDENT/CEO2204689

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Advisor's working at FIRST COMMAND BROKERAGE SERVICES, INC.

David Henry Brooks

David Henry Brooks

Dave Brooks
IAR
RR
CRD#: 2711492
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Shalimar, FL 32579
Company:
FIRST COMMAND ADVISORY SERVICES
Disclosures:
Experience:
29 years
View Profile
Luis Antonio Muniz

Luis Antonio Muniz

IAR
RR
CRD#: 2427714
CFP®: Certified Financial Planner
Location:
Boiling Springs, PA
Company:
FIRST COMMAND ADVISORY SERVICES
Disclosures:
Experience:
32 years
View Profile
GC

Gregory Curtin

IAR
RR
CRD#: 7958414
Location:
Arlington, VA 22202
Company:
FIRST COMMAND ADVISORY SERVICES
Disclosures:
Experience:
1 year
View Profile
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