Support for you and your clients. Envision
yourself working in a high-growth,
energetic environment where
you control your own destiny. Visualize
a career with like-minded individuals
who share your passion for
helping clients pursue their
financial goals, hopes and
dreams.
Now imagine
all this AND the support of
a world-class team of professionals,
whose only job is to
help you and your clients succeed. It’s
not a dream – it’s
all here at First Command. |
| Client
Services |
Information
Technology |
A
dedicated team of fully licensed
individuals
experienced in
the most complex challenges
facing a
client. If your office is ever out
of comission, you've
got help. Get
to know them! |
Selected
by Info World in 2004 for its
Info World
100 Most Innovative
IT Projects, our team is
there to
make technology work for you! Meet
our wizards! |
Licensing |
Investment Advisory Services |
| You’ve
passed your exams and are now
working with your clients.
Did you complete your continuing
education requirements? Did
you renew your license before
it expired? Don’t worry
our Licensing team is
taking care of you. Who
are they? |
You
are a highly successful advisor
and because of that you have
a number of highly successful
clients. They have special
needs beyond just developing
a financial plan. We have the
team that can help you help
them.
Find
out more . . . |
Transfer
Agency |
Virtual
Administrative Support |
It’s
April 15th and your
client needs a check in their
Roth account today! Who can
help? First Command
knows you
and your clients expect help
right now and
our transfer
agency is there to do just
that. What
can
they do for you? |
You
work a large section of the
country. You meet your clients
in their homes. You don’t
really want to maintain
an
office and hire a large staff
but you need help with
some
of the paperwork. You can use
virtual support! How
can they help? |
Compliance
and Legal |
Marketing |
Keeping
track of all the industry compliance
requirements is more than a full-time job.
How do we do it? |
National
and local advertisements. Trade
shows. Client presentations.
Print and web-based articles.
You need support to get the
message out there. We
have the experts for you. |
| Being independent does
not mean being alone. Like
no other company, First Command
is committed to providing you
with the comprehensive resources,
expertise and tools you need
to efficiently grow your independent
practice – while successfully
serving the financial planning
needs of your clients. |
