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Steven Adam Lewis

First Command Advisory Services

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About Steven Adam Lewis

Steven Lewis is a financial advisor with First Command Advisory Services. Steven has been working in the financial services industry since 2024. Steven has a Series 63 and Series 65 licenses as well as a Series 6TO license. Steven is registered with the state of Virginia and Texas. Steven is also licensed to sell insurance in Texas. Steven specializes in providing financial advice to individuals and families. Steven has a strong background in financial planning and investment management. Steven is committed to providing his clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Steven Lewis 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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Steven Lewis’s Registration & Firm History

TX

02/13/2024 - Present

First Command Advisory Services (FORT WORTH TX)

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Licenses & Designations

IA

Issued 02/03/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/16/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Adam Lewis.
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