Adam H Rowe

First Command Advisory Services

13 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

Boiling Springs, PA

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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.

Employment History

Current Registrations

First Command Advisory Services

December 2015 - Present · 10 yrs 2 mos

First Command Brokerage Services, INC.

July 2012 - Present · 13 yrs 7 mos

First Command Brokerage Services, INC.Broker

July 2012 - Present · 13 yrs 7 mos

Previous Registrations

First Command Financial Planning, INC.

August 2012 - December 2015 · 3 yrs 4 mos

State Registrations15 states

AKDCFLGAILMDMNMONCNYPASCVAVTWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.