First Command Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1959
Total AUM
Advisory reps
1,227
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 organized as a corporation and has been SEC-registered since 1959. Ownership is recorded as a combination of a domestic entity and an individual. The firm's profile is listed as "Unclassified" and indicates it does not act as a capital allocator. The snapshot also reports that First Command Brokerage Services, Inc. is not an active ESG investor, is not registered as a multi-state adviser, is not newly formed, and does not describe itself as a pension consultant or a related adviser. The available record does not include granular details about advisory mandates, fee schedules, client segments, or investment preferences.

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 11
  • Steven Morgan

    Steven Morgan

    ContractorCRD 1896149

  • Casey Griffin

    Casey Griffin

    Chief Operating OfficerCRD 3124214

  • Steven Schlegel

    Steven Schlegel

    ContractorCRD 2210096

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Contacts

3 of 1216
  • 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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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