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Robert Lee Williamson

First Command Advisory Services

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About Robert Lee Williamson

Robert Williamson is a financial advisor with First Command Advisory Services. Robert has been in the financial services industry since 2005. Robert is a Registered Representative and Investment Advisor Representative with First Command. Robert has experience in providing financial planning and investment advice to individuals and families. Prior to joining First Command Advisory Services, Robert was employed by HD VEST INVESTMENT SERVICES and HD VEST ADVISORY SERVICES in Irving, Texas.

Firm Information

Robert Williamson 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 Williamson’s Registration & Firm History

TX

07/08/2019 - Present

First Command Advisory Services (FORT WORTH TX)

TX

08/22/2005 - 06/17/2019

HD VEST INVESTMENT SERVICES (Irving TX)

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Licenses & Designations

IA

Issued 05/18/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/03/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/02/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Lee Williamson.
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