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Charlotte Joann Hillegas

First Command Advisory Services

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About Charlotte Joann Hillegas

Charlotte Hillegas is a financial professional with over 18 years of experience in the financial services industry. Charlotte is a registered representative of First Command Advisory Services and holds Series 6, 7, 63, 65, and SIE licenses. Charlotte is a dedicated advisor who specializes in providing financial planning and investment management services to individuals, families, and businesses. Charlotte's primary focus is providing personalized financial guidance and solutions to help clients achieve their financial goals.

Firm Information

Charlotte Hillegas 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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Charlotte Hillegas’s Registration & Firm History

TX

12/15/2015 - Present

First Command Advisory Services (FORT WORTH TX)

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Licenses & Designations

IA

Issued 06/02/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2010

Series 7 - General Securities Representative Examination

BC

Issued 10/28/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charlotte Joann Hillegas.
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