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Frank Walter Sullivan

First Command Advisory Services

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About Frank Walter Sullivan

Frank Sullivan is a financial advisor with over 15 years of experience in the industry. He currently works with First Command Advisory Services. Frank is a registered representative and investment advisor representative in 52 states and the District of Columbia. Prior to joining First Command Advisory Services, Frank worked with Frost Brokerage Services, Inc. and First Command Financial Planning, Inc. Frank is a Series 7, 63, 66 and 24 licensed professional. Frank specializes in providing financial planning and portfolio management services for individuals and high-net-worth individuals.

Firm Information

Frank Sullivan 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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Frank Sullivan’s Registration & Firm History

TX

08/20/2021 - Present

First Command Advisory Services (FORT WORTH TX)

TX

03/06/2020 - 07/09/2021

FROST BROKERAGE SERVICES, INC. (FORT WORTH TX)

TX

12/04/2014 - 03/02/2020

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

TX

06/27/2006 - 03/27/2014

TD AMERITRADE, INC. (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 05/07/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frank Walter Sullivan.
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