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Harold James Roesch

First Command Advisory Services

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About Harold James Roesch

Harold James Roesch is an investment advisor representative with First Command Advisory Services. Harold has been in the securities industry since July 17, 2003 and has a current registration with FINRA. Harold has passed the Series 63, Series 65 and Series 6 exams as well as the SIE exam. Harold currently works out of the First Command Advisory Services office in Fort Worth, Texas. Harold is registered in 11 states, including: Florida, Indiana, Mississippi, North Carolina, Pennsylvania, South Carolina, Texas, Virginia and Washington. Harold specializes in working with individuals and charitable organizations and has worked with more than 110,000 clients.

Firm Information

Harold Roesch 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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Harold Roesch’s Registration & Firm History

TX

12/15/2015 - Present

First Command Advisory Services (FORT WORTH TX)

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Licenses & Designations

IA

Issued 12/31/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harold James Roesch.
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