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Rachel Marie Richardson

First Command Advisory Services

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About Rachel Marie Richardson

Rachel Marie Richardson is an investment advisor representative with First Command Advisory Services. Rachel has been in the financial services industry for over 10 years and holds Series 7, 66, and SIE licenses. Rachel provides financial planning and portfolio management services to individuals and families. Rachel has extensive experience working with clients in the military and their families. She is committed to helping her clients achieve their financial goals. Prior to joining First Command Advisory Services, Rachel worked at First Command Financial Planning, Inc. in Anchorage, Alaska.

Firm Information

Rachel Richardson 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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Rachel Richardson’s Registration & Firm History

VA

01/27/2021 - Present

First Command Advisory Services (Arlington VA)

AK

02/02/2018 - 08/24/2018

FIRST COMMAND FINANCIAL PLANNING, INC. (ANCHORAGE AK)

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Licenses & Designations

BOTH

Issued 12/19/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Rachel Marie Richardson. Review regulatory record here.
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