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Mary Louise Baxter

First Command Advisory Services

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About Mary Louise Baxter

Mary Baxter is a financial professional with over 20 years of experience in the industry. Mary currently holds registrations with both FINRA and the state of Virginia. Mary's previous experience includes working with firms like Terra Securities Corporation and Capital Brokerage Corporation. Mary is currently registered with First Command Advisory Services. First Command Advisory Services is a registered investment advisor that serves a variety of clients, including individuals, families, and businesses. The firm provides financial planning and investment management services.

Firm Information

Mary Baxter 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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Mary Baxter’s Registration & Firm History

VA

06/12/2024 - Present

First Command Advisory Services (Fairfax VA)

IL

01/01/2004 - 05/05/2005

TERRA SECURITIES CORPORATION (SCHAUMBURG IL)

VA

01/11/2001 - 01/01/2004

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

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Licenses & Designations

BOTH

Issued 06/04/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/15/2021

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Louise Baxter.
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