Alan Edward Orr

First Command Advisory Services

26 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

First Command Advisory Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

885 advisors

Number of Clients

110,166 clients

Average Client Portfolio

$201K average

Assets Under Management

$22.1B

Fee Structure

Minimum Investment:$20K

Financial Planning:Investment management only

Location

639 N Main Street, O'Fallon, IL, 62269

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Alan is a part owner of Gateway Properties LLC, a real estate/rental property, and owner of Gateway Command LLC, which facilitates operating a district. He also holds passive investments as a subscription member in FHNC 4524 S. Boulevard, LLC and AREP Ridge, LLC, both real estate/rental properties; he spends minimal time on each of these activities.

Employment History

Current Registrations

First Command Advisory Services

December 2015 - Present · 10 yrs 2 mos

First Command Brokerage Services, INC.

October 1999 - Present · 26 yrs 4 mos

First Command Brokerage Services, INC.Broker

October 1999 - Present · 26 yrs 4 mos

Previous Registrations

First Command Financial Planning, INC.

September 2005 - December 2015 · 10 yrs 3 mos

First Command Bank

July 2005 - September 2005 · 2 mos

State Registrations38 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.