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Eduardo Alejandro Ortega

First Command Advisory Services

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About Eduardo Alejandro Ortega

Eduardo Alejandro Ortega is a financial professional registered with First Command Advisory Services. Eduardo has been in the financial services industry for over 20 years and has a broad range of experience in financial planning and portfolio management for individuals. He earned his Series 7, 66 and SIE licenses. He is also registered as an investment advisor representative in Florida and Texas. He is committed to providing his clients with personalized financial advice and guidance that meets their specific needs. Eduardo believes in building strong relationships with his clients and is dedicated to helping them achieve their financial goals.

Firm Information

Eduardo Ortega 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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Eduardo Ortega’s Registration & Firm History

TX

01/30/2024 - Present

First Command Advisory Services (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 07/19/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eduardo Alejandro Ortega.
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