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Gregory Glynn

6 Years of Experience
Fort Worth, TX
3 DisclosuresBroker

Gregory Glynn is a registered investment advisor at First Command Advisory Services, based in Fort Worth, TX, with 6 years of industry experience. Gregory 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 (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2021
Final
Financial
June 2017
Final
Criminal
February 1993
Final Disposition
Employment History
Current Registrations
First Command Advisory Services
July 2024 - Present · 2 yrs
First Command Brokerage Services, INC.
May 2024 - Present · 2 yrs 2 mos
First Command Brokerage Services, INC.Broker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Principal Securities, INC.
January 2015 - September 2016 · 1 yr 8 mos
Principal Securities, INC.Broker
January 2015 - September 2016 · 1 yr 8 mos
Next Financial Group, INC.
June 2014 - November 2014 · 5 mos
Next Financial Group, INC.Broker
June 2014 - November 2014 · 5 mos
First Command Financial Planning, INC.
September 2011 - April 2014 · 2 yrs 7 mos
First Command Financial Planning, INC.Broker
August 2011 - April 2014 · 2 yrs 8 mos
State Registrations3 states
ALMSVA
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.
Gregory Glynn - Financial Advisor | TrueAdvisor