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Christine E Goates

First Command Advisory Services

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About Christine E Goates

Christine Goates is a financial advisor at First Command Advisory Services. Christine has been in the financial industry since 2001. Christine is registered with the state of Texas as an Investment Advisor Representative. Christine has Series 7, 9, 10, 24, 63, and 65 licenses. Christine specializes in providing financial planning and portfolio management for individuals.

Firm Information

Christine Goates 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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Christine Goates’s Registration & Firm History

TX

12/15/2015 - Present

First Command Advisory Services (FORT WORTH TX)

TX

10/24/2012 - 02/19/2013

SANDERS MORRIS HARRIS INC. (FORT WORTH TX)

TX

02/27/2012 - 10/30/2012

FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)

TX

08/04/2008 - 12/02/2011

RBC CAPITAL MARKETS, LLC (FORT WORTH TX)

TX

07/03/2001 - 07/31/2008

CITIGROUP GLOBAL MARKETS INC. (FT. WORTH TX)

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Licenses & Designations

IA

Issued 05/23/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/07/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/24/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/14/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christine E Goates.
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