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Upton Sewell

First Command Advisory Services

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About Upton Sewell

Upton Sewell is an investment advisor representative at First Command Advisory Services, a large investment firm based in Fort Worth, Texas. Upton is registered to provide investment advisory services in the state of Texas. Upton has been in the financial industry since 2020. Upton specializes in providing financial planning and portfolio management services to individuals. First Command Advisory Services provides financial planning, portfolio management, and other advisory services to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $10 billion to $50 billion in assets and has over 1100 clients.

Firm Information

Upton Sewell 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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Upton Sewell’s Registration & Firm History

TX

04/17/2024 - Present

First Command Advisory Services (San Antonio TX)

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Licenses & Designations

IA

Issued 03/23/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2024

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

BC

Issued 10/21/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Upton Sewell.
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