First Command Brokerage Services, Inc.
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 3641
- Registered since
- January 2, 1959
- Website
- www.firstcommand.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 10
Steven Morgan
ContractorCRD 1896149

Casey Griffin
Chief Operating OfficerCRD 3124214

Andrew Stipp
Chief Operating OfficerCRD 7827545
Contacts
3 of 1228Shawn Feliciano
Financial AdvisorCRD 5574523

John Beraud
Financial AdvisorCRD 7814240
Esteban Vergara
Financial AdvisorCRD 5626786
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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