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Kenneth Roy Shook

First Command Advisory Services

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About Kenneth Roy Shook

Kenneth Roy Shook is a financial advisor at First Command Advisory Services. Kenneth has been a registered representative for over 8 years and has a broad base of experience in the financial industry, including investment advisory, securities, and insurance services. Kenneth is registered to offer investment advisory services in Texas and Virginia. Kenneth is also a licensed insurance agent in Texas. Kenneth has been with First Command since 2014 and is committed to providing personalized financial advice to help clients reach their financial goals.

Firm Information

Kenneth Shook 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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Kenneth Shook’s Registration & Firm History

VA

12/15/2015 - Present

First Command Advisory Services (Chesapeake VA)

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Licenses & Designations

IA

Issued 10/08/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Roy Shook.
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