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Antonio E Perez

First Command Advisory Services

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About Antonio E Perez

Antonio Perez is a financial advisor with First Command Advisory Services. Antonio is registered to provide investment advice in Florida and North Carolina. Antonio has been in the industry since 2021 and is registered with FINRA and the state of Florida as an investment advisor representative. Antonio has a Series 7, Series 66, and SIE license. Antonio is also a registered representative of First Command Brokerage Services, Inc. and is a licensed insurance agent for First Command Insurance Services, Inc. Antonio specializes in providing financial advice to individuals and families.

Firm Information

Antonio Perez 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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Antonio Perez’s Registration & Firm History

TX

05/13/2023 - Present

First Command Advisory Services (FORT WORTH TX)

FL

06/11/2022 - 01/05/2023

PFS INVESTMENTS INC. (CORAL SPRINGS FL)

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Licenses & Designations

BOTH

Issued 02/10/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/10/2022

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

BC

Issued 06/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Antonio E Perez.
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