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First Command?

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Feb 20, 2015 2:50 pm

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!

Mar 13, 2015 6:52 pm

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!