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James Timothy McNair

First Command Advisory Services

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About James Timothy McNair

James McNair is a financial advisor at First Command Advisory Services, a firm managing between $10 billion and $50 billion in assets. James McNair has been working in the financial services industry since October 2011. James McNair is registered with the state of Texas as an Investment Advisor Representative. James McNair is also a registered representative with FINRA. James McNair is licensed in 14 states and has been working for First Command Advisory Services since December 2015. James McNair has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. James McNair specializes in financial planning and portfolio management.

Firm Information

James McNair 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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James McNair’s Registration & Firm History

TX

12/15/2015 - Present

First Command Advisory Services (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 11/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/23/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Timothy McNair.
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