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Peter D Schenck

First Command Advisory Services

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About Peter D Schenck

Peter Schenck is an investment advisor representative with First Command Advisory Services. Peter has been in the financial services industry since 2008 and is registered in Alabama, Florida, Georgia, Massachusetts, North Carolina, Rhode Island, Texas, and Virginia. Peter holds the Series 6, 7, 24, 26, 63 and 65 licenses, as well as the SIE exam designation. Peter is a Certified Financial Planner. Peter focuses on providing financial planning and portfolio management for individuals. First Command Advisory Services is a registered investment advisor firm that provides financial planning and portfolio management services to individuals and businesses.

Firm Information

Peter Schenck 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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Peter Schenck’s Registration & Firm History

NC

08/12/2020 - Present

First Command Advisory Services (Holly Springs NC)

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Licenses & Designations

IA

Issued 09/17/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2018

Series 24 - General Securities Principal Examination

BC

Issued 03/28/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2018

Series 7 - General Securities Representative Examination

BC

Issued 07/31/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter D Schenck.
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