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Sophia Marie Nickelson

First Command Advisory Services

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About Sophia Marie Nickelson

Sophia Marie Nickelson is a registered representative and investment advisor representative with First Command Advisory Services. Sophia has been in the financial services industry for over 1 year and is licensed in 52 states and the District of Columbia. Sophia offers financial planning, portfolio management for individuals, and other advisory services. Sophia is also a registered representative with First Command Brokerage Services Inc. and First Command Insurance Services Inc.

Firm Information

Sophia Nickelson 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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Sophia Nickelson’s Registration & Firm History

HI

12/11/2023 - Present

First Command Advisory Services (Waialua HI)

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Licenses & Designations

BOTH

Issued 09/29/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/19/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sophia Marie Nickelson.
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