Unclaimed
Beth Ann Lecrone is a financial advisor with First Command Advisory Services in Fort Worth, Texas. Beth Ann has been in the industry since June 13, 2016 and holds the Series 66, Series 24, SIE and Series 7 licenses. Beth Ann also has a history of experience in financial services, having previously worked for First Command Financial Planning, Inc, First Command Insurance Services, Inc, and First Command Advisory Services, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
11/11/2020 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 08/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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