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Kendall Ann Matthews

First Command Advisory Services

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About Kendall Ann Matthews

Kendall Matthews is an investment advisor representative with First Command Advisory Services and has been working in the financial services industry since January 29, 2013. Kendall holds Series 6, 7, 63 and 65 licenses. Kendall's firm is a Registered Investment Advisor and has offices in Columbia, South Carolina and Fort Worth, Texas. First Command Advisory Services offers financial planning, portfolio management services for individuals and is also a Registered Investment Advisor (RIA). Kendall has registrations in South Carolina, Texas, North Carolina, Georgia, Florida, Indiana, Colorado, Virginia, Pennsylvania, and Tennessee. The firm has approximately $10 billion to $50 billion in assets under management and has offices in Fort Worth, Texas.

Firm Information

Kendall Matthews 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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Kendall Matthews’s Registration & Firm History

SC

05/11/2020 - Present

First Command Advisory Services (Columbia SC)

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Licenses & Designations

IA

Issued 03/21/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/02/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kendall Ann Matthews.
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