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Kasey Linn Mitchell

First Command Advisory Services

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About Kasey Linn Mitchell

Kasey Linn Mitchell is a financial advisor at First Command Advisory Services, with over 4 years of experience in the financial services industry. Kasey is licensed to provide investment advice and securities trading in Georgia and Texas. Kasey is committed to helping clients achieve their financial goals, and offers a wide range of services, including financial planning, portfolio management for individuals, and investment advice. Kasey is a highly qualified and experienced advisor, and is dedicated to providing her clients with the highest level of service.

Firm Information

Kasey Mitchell 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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Kasey Mitchell’s Registration & Firm History

TX

11/09/2022 - Present

First Command Advisory Services (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 07/17/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kasey Linn Mitchell.
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