TR
CFP · ChFC
TR
CFP · ChFC

Thomas Rush

41 Years of Experience
Auburn, AL
Broker

Thomas Rush is a CFP, ChFC-designated registered investment advisor at First Command Advisory Services, based in Auburn, AL, with 41 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1015 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$20K

First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.

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Location

Auburn, AL

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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.

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Other Business Activities

Thomas is the owner/president of IHG, Inc, an S Corp used to pay wages to employees, since 1984. He dedicates about a quarter of his time to this business, but none during securities trading hours.

Employment History
Current Registrations
First Command Advisory Services
December 2015 - Present · 10 yrs 4 mos
First Command Brokerage Services, INC.
January 1985 - Present · 41 yrs 3 mos
First Command Brokerage Services, INC.Broker
January 1985 - Present · 41 yrs 3 mos
Previous Registrations
First Command Financial Planning, INC.
September 2005 - December 2015 · 10 yrs 3 mos
First Command Bank
April 2004 - September 2005 · 1 yr 5 mos
First Command Financial Planning, INC.
January 2003 - April 2004 · 1 yr 3 mos
First Command Financial Planning, INC.
July 2000 - July 2000 · 0 mos
State Registrations9 states
ALFLGAINMSNYSCTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.