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Cally Dean Weight

First Command Advisory Services

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About Cally Dean Weight

Cally Dean Weight is an investment advisor representative registered with First Command Advisory Services. Cally has been in the financial services industry since March 20, 2016. Cally has earned the Series 66, Series 7 and SIE licenses. Cally currently works out of the Fort Worth, TX branch office of First Command Advisory Services. The firm has an approximate total of $10 billion - $50 billion in assets under management. The firm primarily serves high net worth individuals, individuals other than high net worth, charitable organizations, and corporations or other businesses. First Command Advisory Services charges fixed fees and a percentage of assets for their services. First Command Advisory Services provides financial planning, and portfolio management for individuals services.

Firm Information

Cally Weight 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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Cally Weight’s Registration & Firm History

TX

09/12/2022 - Present

First Command Advisory Services (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 04/21/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cally Dean Weight. Review regulatory record here.
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