First Command Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1959
Total AUM
Advisory reps
1,238
Avg account
$0

Firm details

Headquarters
Fort Worth, Texas
CRD number
3641
Registered since
January 2, 1959

Firm profile

FINTRX

Overview

First Command Brokerage Services, Inc. is a corporation that has been SEC-registered since 1959. The snapshot information indicates domestic ownership that includes individual stakeholders; the firm’s formal classification is listed as unclassified. Several regulatory and operational flags are negative: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not newly formed. It also does not report serving as a pension consultant or as a related adviser. The firm did not provide detailed descriptions of its advisory activities, business lines, investment preferences, or affiliations in the source data. The absence of reported capital-allocation activity and the emphasis on a brokerage-style name suggest its primary role is transactional brokerage rather than running pooled or proprietary investment programs, but the record lacks explicit confirmation of product shelf, fee models, or discretionary services.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • Steven Morgan

    Steven Morgan

    ContractorCRD 1896149

  • Casey Griffin

    Casey Griffin

    Chief Operating OfficerCRD 3124214

  • Andrew Stipp

    Andrew Stipp

    Chief Operating OfficerCRD 7827545

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Contacts

3 of 1228
  • Shawn Feliciano

    Shawn Feliciano

    Financial AdvisorCRD 5574523

  • John Beraud

    John Beraud

    Financial AdvisorCRD 7814240

  • Esteban Vergara

    Esteban Vergara

    Financial AdvisorCRD 5626786

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
1 Firstcomm Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth