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Deborah Eileen Smith

First Command Advisory Services

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About Deborah Eileen Smith

Deborah Eileen Smith is an investment advisor representative at First Command Advisory Services. Deborah has been in the financial industry since 2011 and holds Series 63, 65, 7, and 99 licenses. She is a licensed investment advisor representative in Texas. Deborah has experience in both investment advisory and brokerage services. Deborah is also a joint owner of a real estate rental property. First Command Advisory Services is a financial services firm that provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. The firm is headquartered in Fort Worth, Texas and manages over $22 billion in assets.

Firm Information

Deborah Smith 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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Deborah Smith’s Registration & Firm History

TX

12/01/2017 - Present

First Command Advisory Services (FORT WORTH TX)

TX

03/13/2012 - 10/10/2017

SANDERS MORRIS HARRIS LLC (FORT WORTH TX)

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Licenses & Designations

BC

Issued 10/09/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/20/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2012

Series 7 - General Securities Representative Examination

BC

Issued 03/12/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deborah Eileen Smith.
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