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Alicia Jeanne Marsh

First Command Advisory Services

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About Alicia Jeanne Marsh

Alicia Marsh is a financial advisor at First Command Advisory Services, a firm with over $10 billion to $50 billion in assets under management. Alicia is licensed to provide financial advice and securities services in Washington. Alicia has a series of industry licenses including Series 63, 66 and 7 and is dedicated to helping her clients reach their financial goals. Before joining First Command Advisory Services, Alicia worked at TIAA-CREF Individual & Institutional Services, LLC and has experience in the industry dating back to 2022.

Firm Information

Alicia Marsh is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alicia Marsh’s Registration & Firm History

WA

06/27/2023 - Present

First Command Advisory Services (Dupont WA)

TX

12/21/2022 - 02/28/2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

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Licenses & Designations

BOTH

Issued 06/08/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/30/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/21/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/02/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alicia Jeanne Marsh.
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