Character. Competence. Commitment.
Here’s what we look for in our Financial Advisors.

Professional success as a Financial Advisor begins with an understanding of the personal attributes necessary to create trusted, lasting relationships with clients.

While diverse in age, gender, ethnicity and experience, First Command’s most successful Financial Advisors share many similar characteristics and roles. The successful Financial Advisor is:

An advocate, championing the benefits of financial planning for all
An entrepreneur, seeking and seizing opportunities to build a business
A financial planning generalist, providing a breadth of services to meet clients’
needs for a lifetime
A coach and motivator, encouraging disciplined financial behaviors, aligned
to a financial plan, that enable clients to pursue their goals
A confidant, trusted by clients to assist them in their most important decisions

Above all, a First Command Financial Advisor is a person of unquestioned ethics and integrity, and a guardian of the fiduciary relationship that puts clients’ interests above self-interest.

First Command Financial Services, Inc. is the parent company of First Command Financial Planning, Inc. (Member SIPC, FINRA) and First Command Bank (Member FDIC). Financial planning services and investment products, including securities products, are offered by First Command Financial Planning, Inc. Insurance products and services are offered by First Command Financial Services, Inc. Banking products and services are offered by First Command Bank. In certain states, as required by law, First Command Financial Services, Inc. does business as a separate, domestic corporation, and does business in California as “First Command Insurance Services.”

Securities products are not FDIC insured, have no bank guarantee and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.

First Command Financial Services, Inc. and its related entities are not affiliated with or endorsed by the U.S. government or U.S. armed forces.

First Command is proud to be an FPA Alliance firm, recognized by the Financial Planning Association® (FPA®) for commitment to professionalism in financial planning. The Financial Planning Association owns the FPA Alliance trademark.

Character. Competence. Commitment. Here’s what we look for in our Financial Advisors.

Character. Competence. Commitment.
Here’s what we look for in our Financial Advisors.