Phillip Hart
Phillip Hart is a ChFC-designated registered investment advisor at First Command Advisory Services, based in Fort Worth, TX, with 42 years of industry experience. Phillip 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
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2009Customer Dispute
April 2008Customer Dispute
January 2008Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INCBroker
TD Ameritrade, INC.Broker
Allstate Financial Services, LLCBroker
1st Discount Brokerage, INC.Broker
H.D. Vest Investment ServicesBroker
High Mark Securities, INC.Broker
Southwest Securities, INC.Broker
Intersecurities, INC.Broker
Capital Brokerage CorporationBroker
Mutual of Omaha Investor Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Travelers Equities Sales, INC.Broker
State Registrations51 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.