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Milan Grbic

First Command Advisory Services

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About Milan Grbic

Milan Grbic is an investment advisor representative with First Command Advisory Services. Milan is registered in 52 states and has 2 years of experience in the financial services industry. Milan's specializations include financial planning and portfolio management for individuals. Milan has passed Series 7, Series 63, Series 66 and SIE exams and has a current registration as a registered representative with FINRA and as an investment advisor representative with FL.

Firm Information

Milan Grbic 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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Milan Grbic’s Registration & Firm History

FL

02/06/2025 - Present

First Command Advisory Services (Jacksonville Beach FL)

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Licenses & Designations

BOTH

Issued 01/04/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/01/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Milan Grbic.
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