Samantha Hilliard
Samantha Hilliard is a registered investment advisor at First Command Advisory Services, based in College Station, TX, with 29 years of industry experience. Samantha 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3104 Texas Avenue South, College Station, TX, 77845
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Samantha is involved in several outside business activities, including being a shareholder in a family asphalt company, owning a horse farm where she buys and sells horses (spending about a quarter of her time), owning rental property, serving as President of the Arabian Hunter Pleasure Association (a few hours per week), and acting as President of Front Loaded Too LLC, an S Corp for her financial business (spending about a quarter of her time). She dedicates minimal time to the asphalt company.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Previous Registrations
First Command Financial Planning, INC.
First Command Bank
State Registrations6 states
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