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Garrett Bruce Sumner

FIRST COMMAND ADVISORY SERVICES·FORT WORTH, Texas
SIE, Series 27, Series 99TOFIRST COMMAND ADVISORY SERVICES
1 FIRSTCOMM PLAZA, FORT WORTH, TX 76109CRD# 6320306Firm CRD# 281958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Garrett Bruce Sumner · FORT WORTH, TX
Registration
CRD #6320306 · FIRST COMMAND ADVISORY SERVICES
Brand Profile
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01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
FIRST COMMAND ADVISORY SERVICES
CRD 281958 · SEC 801-56942
AUM
$22.1B
Regulatory assets under management
Employees
1,787
110,166 client accounts
Services offered by FIRST COMMAND ADVISORY SERVICES
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FIRST COMMAND ADVISORY SERVICES →
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04

Frequently Asked Questions

What services does Garrett Bruce Sumner offer?
Garrett Bruce Sumner specializes in Financial Planning, Investment Management. Contact their office in FORT WORTH, Texas for a consultation.
What are Garrett Bruce Sumner's credentials?
Garrett Bruce Sumner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Garrett Bruce Sumner located?
Garrett Bruce Sumner is based in FORT WORTH, Texas, working with FIRST COMMAND ADVISORY SERVICES. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.
How does Garrett Bruce Sumner charge for services?
Garrett Bruce Sumner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST COMMAND ADVISORY SERVICES?
FIRST COMMAND ADVISORY SERVICES has approximately 1787 employees and manages $22.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIRST COMMAND ADVISORY SERVICES

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Lori Ann Sidrony
FORT WORTH, TX
CFP
Heidi Elizabeth Cerbone
FORT WORTH, TX
Frank Dean Smith
FORT WORTH, TX
Michael Francis Morrison
FORT WORTH, TX
Jerry Alan Wackerhagen
FORT WORTH, TX

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