Unclaimed Profile

Lori Ann Sidrony

FIRST COMMAND ADVISORY SERVICES·FORT WORTH, Texas

SIE, Series 7, Series 24, Series 63, Series 99TOCFPClean record25 years registeredFIRST COMMAND ADVISORY SERVICES

1 FIRSTCOMM PLAZA, FORT WORTH, TX 76109CRD# 2360830Firm CRD# 281958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lori Ann Sidrony · FORT WORTH, TX

Registration

CRD #2360830 · FIRST COMMAND ADVISORY SERVICES · 25 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Feb 2024 – present

FIRST COMMAND ADVISORY SERVICES

Dec 2015 – Aug 2023

FORT WORTH, TX

FIRST COMMAND FINANCIAL PLANNING, INC.

Jan 2008 – Dec 2015

FORT WORTH, TX

1ST GLOBAL ADVISORS INC

Jun 2003 – Nov 2007

DALLAS, TX

HFG ADVISORS, L.L.C.

May 2001 – Jun 2003

DALLAS, TX

MML INVESTORS SERVICES, INC.

May 2001 – May 2003

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · May 25, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 →

Introduction

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Frequently Asked Questions

What services does Lori Ann Sidrony offer?

Lori Ann Sidrony specializes in Financial Planning, Investment Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Lori Ann Sidrony's credentials?

Lori Ann Sidrony holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lori Ann Sidrony located?

Lori Ann Sidrony 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 Lori Ann Sidrony charge for services?

Lori Ann Sidrony'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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