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Timothy Joseph

First Command Advisory Services

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About Timothy Joseph

Timothy Joseph is a registered investment advisor representative with First Command Advisory Services. He is registered in Maryland, South Carolina, Virginia, and is also a registered investment advisor in Virginia. Timothy Joseph has been in the securities industry since June 2001. He has a series 6, 63 and 65 licenses, as well as the SIE designation. Timothy Joseph specializes in financial planning and portfolio management for individuals and has been affiliated with First Command Financial Planning, Inc, First Command Financial Services, Inc, and First Command Advisory Services in Fort Worth, Texas.

Firm Information

Timothy Joseph 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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Timothy Joseph’s Registration & Firm History

TX

12/15/2015 - Present

First Command Advisory Services (FORT WORTH TX)

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Licenses & Designations

IA

Issued 11/29/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Timothy Joseph. Review regulatory record here.
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