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Shawn Marie Feliciano

First Command Advisory Services

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About Shawn Marie Feliciano

Shawn Marie Feliciano is a financial advisor with First Command Advisory Services, a firm with over $10 billion in assets under management. Shawn Marie Feliciano has been in the financial services industry since 2012. Shawn Marie Feliciano has passed the Series 6, Series 7, Series 63, and Series 66 exams, as well as the SIE exam. Shawn Marie Feliciano works with individual clients and provides financial planning and portfolio management services. Shawn Marie Feliciano has previously worked with BBVA Securities Inc., AXA Advisors, LLC, Capital One Investment Services LLC, and Wells Fargo Advisors, LLC.

Firm Information

Shawn Feliciano 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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Shawn Feliciano’s Registration & Firm History

TX

10/02/2024 - Present

First Command Advisory Services (FORT WORTH TX)

AZ

11/29/2017 - 05/14/2018

BBVA SECURITIES INC. (SIERRA VISTA AZ)

AZ

03/17/2016 - 10/03/2017

AXA ADVISORS, LLC (TUCSON AZ)

VA

06/20/2013 - 07/10/2014

CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)

NC

09/10/2008 - 09/20/2011

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 11/06/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2018

Series 7 - General Securities Representative Examination

BC

Issued 09/09/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawn Marie Feliciano.
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