Invested Better
Unclaimed

Unclaimed

Unclaimed

Heather Kay McKinstry

First Command Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Heather? Claim Your Profile

About Heather Kay McKinstry

Heather McKinstry is an investment advisor representative with First Command Advisory Services. Heather is registered in 6 states including Virginia, Maryland, North Carolina, Georgia, and New York. Heather has been working in the financial industry since 2017. Heather is a Series 7 and Series 66 licensed professional. Heather is also a Acute Hepatic Porphyria Ambassador for Alnylam Pharmaceuticals.

Firm Information

Heather McKinstry 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Heather McKinstry’s Registration & Firm History

TX

11/09/2017 - Present

First Command Advisory Services (FORT WORTH TX)

Not sure if Heather Kay McKinstry is right for you?

Licenses & Designations

BOTH

Issued 11/09/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Kay McKinstry.
Not sure if Heather Kay McKinstry is right for you?