AP
AP

Antonia Proctor

2 Years of Experience
Orange Park, FL
1 DisclosureBroker

Antonia Proctor is a registered investment advisor at First Command Advisory Services, based in Orange Park, FL, with 2 years of industry experience. Antonia 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

590 Wells Rd., Ste. 2, Orange Park, FL, 32073

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History

Regulatory History (1)
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Financial
January 2018
Final
Employment History
Current Registrations
First Command Advisory Services
May 2024 - Present · 2 yrs
First Command Brokerage Services, INC.Broker
March 2024 - Present · 2 yrs 2 mos
First Command Brokerage Services, INC.
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
First Command Brokerage Services, INC.Broker
December 2021 - May 2022 · 5 mos
Edward JonesBroker
April 2018 - June 2018 · 2 mos
State Registrations7 states
DCFLGAOKTXVAWA
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.