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Chad Alec Cody

First Command Advisory Services

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About Chad Alec Cody

Chad Alec Cody is a financial advisor with over 15 years of experience in the financial services industry. Chad is registered with First Command Advisory Services, a firm with a focus on providing financial guidance to individuals and families. Chad is a Series 7, 66, 9, 10, 24, 31, 52 and 53 licensed professional and has obtained the SIE exam. Chad has previously worked with TD Ameritrade, Inc., R.W. Smith & Associates, Inc., 1st Global Capital Corp. and Securities America, Inc. First Command Advisory Services manages assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and businesses. The firm offers financial planning services as well as portfolio management for individuals.

Firm Information

Chad Cody 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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Chad Cody’s Registration & Firm History

TX

10/10/2016 - Present

First Command Advisory Services (FORT WORTH TX)

TX

03/10/2014 - 05/27/2015

NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)

TX

03/29/2011 - 05/28/2013

TD AMERITRADE, INC. (FORT WORTH TX)

TX

08/03/2009 - 09/13/2010

R.W. SMITH & ASSOCIATES, INC. (IRVING TX)

TX

03/28/2006 - 07/22/2009

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

TX

10/07/2005 - 03/17/2006

SECURITIES AMERICA, INC. (FORT WORTH TX)

RI

01/23/2004 - 10/05/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NY

08/14/2002 - 07/25/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 09/11/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/19/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/29/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/28/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 08/13/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Alec Cody.
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