Leland Fallon
Leland Fallon is a registered investment advisor at First Command Advisory Services, based in Fort Worth, TX, with 16 years of industry experience. Leland 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
1 Firstcomm Plaza, Fort Worth, TX, 76109
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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
Leland is a principal at Vigilant Artists, which manages and supports musicians, concerts, and festivals for charitable purposes. Leland dedicates about 10-20% of his time to this activity, primarily outside of US market hours, and is not directly compensated.
Employment History
Current Registrations
First Command Brokerage Services, INC.
First Command Brokerage Services, INC.Broker
First Command Advisory Services
Previous Registrations
Pinnacle Investments, LLCBroker
Pinnacle Investments, LLC
Cuso Financial Services, L.P.Broker
Cuso Financial Services
Principal Securities, INC.
Principal Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Vanguard Marketing CorporationBroker
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations2 states
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.