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Robert Alan Brogan

First Command Advisory Services

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About Robert Alan Brogan

Robert Brogan is an Investment Advisor Representative with First Command Advisory Services. Robert has been in the financial services industry since September 1, 2022 and is registered with the state of Florida as a Registered Investment Advisor. Robert has been serving individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. He has a Series 66, Series 7 and a SIE license. Robert is also a Board Member of the Military Officers Association of America (MOAA) Central Florida Chapter, where he manages and administers the MOAA Leadership Award Program for the two University of Central Florida ROTC Programs and the 32 high school JROTC programs.

Firm Information

Robert Brogan 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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Robert Brogan’s Registration & Firm History

FL

12/16/2022 - Present

First Command Advisory Services (Orlando FL)

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Licenses & Designations

BOTH

Issued 10/22/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Alan Brogan.
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