DC
DC

Don Crane

16 Years of Experience
Fort Worth, TX
Broker

Don Crane is a registered investment advisor at First Command Advisory Services, based in Fort Worth, TX, with 16 years of industry experience. Don 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

1 Firstcomm Plaza, Fort Worth, TX, 76109

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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

Don works at Home Depot as a plumber, stocking shelves and providing customer service. This takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
First Command Advisory Services
December 2015 - Present · 10 yrs 5 mos
First Command Brokerage Services, INC.Broker
September 2015 - Present · 10 yrs 8 mos
First Command Brokerage Services, INC.
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
First Command Financial Planning, INC.
September 2015 - December 2015 · 3 mos
J.P. Morgan Securities LLCBroker
December 2013 - February 2015 · 1 yr 2 mos
J.P. Morgan Securities LLC
December 2013 - February 2015 · 1 yr 2 mos
Chase Investment Services CORP.Broker
May 2012 - August 2012 · 3 mos
Chase Investment Services CORP.
May 2012 - August 2012 · 3 mos
Chase Investment Services CORP.
April 2009 - August 2011 · 2 yrs 4 mos
Chase Investment Services CORP.Broker
June 2007 - August 2011 · 4 yrs 2 mos
State Registrations1 state
TX
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.
Don Crane - Financial Advisor | TrueAdvisor