I'm a veteran Independent advisor, mostly fee based. I have some prospects that were referred to me coming in for a meeting next week. They are both military (high ranking) and claim to have substantial amounts invested in First Command. Does anyone know anything about First Command? Are they a b'd, ria, insurance outfit? The prospects don't seem very happy their and their parents are long time clients. I just want a little background before the meeting and can't seem to find much on-line about First Command. Much appreciated!
They appear to be like an Ameriprise or Raymond James. I think you will probably be better off doing a broker check on the rep that they aren’t happy with. They seem to serve mainly military. Here is their website. Good luck next week!