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Robert George Milmore

First Command Advisory Services

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About Robert George Milmore

Robert Milmore is a financial advisor at First Command Advisory Services, a firm with $10 billion to $50 billion in assets under management. Robert is licensed to provide investment advice in Colorado, Texas and 47 other states, as well as in the District of Columbia. Robert Milmore has 11 years of experience in the financial services industry. He has worked for a number of firms, including UBS Financial Services Inc., Sanford C. Bernstein & Co., LLC, and Drexel Hamilton, LLC. Robert is also a Certified Financial Planner and a Chartered Financial Consultant. Robert Milmore specializes in providing financial advice to individuals and families. He also works with corporations and charitable organizations. His clients include individuals other than high-net-worth individuals, high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Robert Milmore is committed to providing his clients with personalized financial advice and services. He takes the time to understand his clients' needs and goals, and then works with them to develop a plan to achieve those goals. Robert is also committed to providing his clients with ongoing support and guidance. He believes that financial planning is an ongoing process, and he is always available to answer his clients' questions and provide them with the latest information and resources.

Firm Information

Robert Milmore 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 Milmore’s Registration & Firm History

CO

09/05/2017 - Present

First Command Advisory Services (Colorado Springs CO)

MA

07/29/2013 - 10/31/2014

UBS FINANCIAL SERVICES INC. (BOSTON MA)

NY

08/16/2012 - 06/24/2013

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

04/24/2012 - 08/06/2012

DREXEL HAMILTON, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/14/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2018

Series 24 - General Securities Principal Examination

BC

Issued 11/02/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert George Milmore.
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