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William Michael Lankford

First Command Advisory Services

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About William Michael Lankford

William Lankford is an investment advisor representative with First Command Advisory Services, specializing in investment management and financial planning services for individuals. He is registered with the state of South Carolina. William has been in the industry since May 2018. He holds Series 66, Series 7, and SIE licenses. Previously, William worked as a Retirement Planner at First Command Financial Planning and was previously employed at Santee Cooper in Moncks Corner, SC. William is committed to providing his clients with sound financial advice to help them achieve their financial goals. First Command Advisory Services is a registered investment advisor with over $22 billion in assets under management.

Firm Information

William Lankford 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 Lankford’s Registration & Firm History

SC

04/23/2019 - Present

First Command Advisory Services (Summerville SC)

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Licenses & Designations

BOTH

Issued 02/19/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Michael Lankford.
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