linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Anthony Richard Smith

First Command Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Anthony? Claim Your Profile

About Anthony Richard Smith

Anthony Smith is a financial advisor with over 23 years of experience in the financial services industry. Anthony is a Certified Financial Planner and has a Series 7, 6, 63, 65, 24, 26, 99TO and SIE. Anthony is registered with First Command Advisory Services in Maryland, New York, Pennsylvania, and Texas. Anthony has worked at First Command Financial Planning, Inc., First Command Financial Service, Ins and First Command Advisory Services. Anthony's primary focus is helping clients with financial planning and portfolio management.

Firm Information

Anthony Smith 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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Anthony Smith’s Registration & Firm History

PA

09/06/2022 - Present

First Command Advisory Services (Carlisle PA)

Not sure if Anthony Richard Smith is right for you?

Licenses & Designations

IA

Issued 02/24/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2018

Series 24 - General Securities Principal Examination

BC

Issued 01/08/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2017

Series 7 - General Securities Representative Examination

BC

Issued 06/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Richard Smith.
Not sure if Anthony Richard Smith is right for you?