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William Joseph Moran

First Command Advisory Services

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About William Joseph Moran

William Moran is a financial advisor currently registered with First Command Advisory Services in Watertown, NY. William Moran has been active in the financial services industry since January 12, 2024 and is registered to provide investment advisory services in New York and Pennsylvania. William Moran is also registered with the state of New York to provide securities services. William Moran has passed the Series 63, 65, 6TO, and SIE exams. William Moran has been with First Command Advisory Services since April 2024. Prior to that, William Moran worked for First Command Brokerage Services, Inc. in Fort Worth, TX.

Firm Information

William Moran 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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William Moran’s Registration & Firm History

NY

04/22/2024 - Present

First Command Advisory Services (Watertown NY)

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Licenses & Designations

BC

Issued 03/23/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/09/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/12/2024

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

BC

Issued 12/05/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Joseph Moran.
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