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Terence Lonell Clay

First Command Advisory Services

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About Terence Lonell Clay

Terence Clay is a financial advisor affiliated with First Command Advisory Services. Terence has been in the industry since August 2020 and is registered with the state of Tennessee. Terence is also registered in Texas and has passed several securities exams including the Series 7, Series 66, and SIE. Terence holds licenses in Alabama, Florida, Georgia, Indiana, Kentucky, Mississippi, New York, North Carolina, Oregon, Tennessee, and Texas. Terence specializes in financial planning and portfolio management for individuals. Terence has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations.

Firm Information

Terence Clay 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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Terence Clay’s Registration & Firm History

TN

04/09/2021 - Present

First Command Advisory Services (Clarksville TN)

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Licenses & Designations

BOTH

Issued 11/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terence Lonell Clay.
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