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Brandon Michael Whittaker

First Command Advisory Services

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About Brandon Michael Whittaker

Brandon Whittaker is an investment advisor representative with First Command Advisory Services. Brandon has been in the financial services industry since 2020. He is registered in several states including Alabama, Georgia, Hawaii, Kentucky, Michigan, Mississippi, and Tennessee. Brandon is a graduate of Bethel University. He has a strong commitment to providing sound financial advice and helping his clients achieve their financial goals. He works with clients in a variety of situations, including retirement planning, college savings, and estate planning. Brandon is dedicated to helping his clients make informed decisions about their finances and is committed to building long-term relationships with them.

Firm Information

Brandon Whittaker 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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Brandon Whittaker’s Registration & Firm History

TX

11/17/2020 - Present

First Command Advisory Services (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 11/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Michael Whittaker.
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