Invested Better
Unclaimed

Unclaimed

Unclaimed

Tamara Jo Trocha

First Command Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tamara? Claim Your Profile

About Tamara Jo Trocha

Tamara Jo Trocha is a financial advisor with First Command Advisory Services. Tamara has been in the industry since July 12, 2011. Tamara is registered with FINRA, the state of Texas, and the state of Maryland. Tamara Jo Trocha also owns a financial business called TMT Financial in Fairfield, PA and serves as the Township Auditor for Hamiltonban Township, PA.

Firm Information

Tamara Trocha 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tamara Trocha’s Registration & Firm History

TX

10/11/2021 - Present

First Command Advisory Services (FORT WORTH TX)

Not sure if Tamara Jo Trocha is right for you?

Licenses & Designations

BOTH

Issued 08/24/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Tamara Jo Trocha. Review regulatory record here.
Not sure if Tamara Jo Trocha is right for you?