Claim Profile
LS

Lori Ann Sidrony

FIRST COMMAND ADVISORY SERVICES·FORT WORTH, Texas
Unclaimed Profile
1 FIRSTCOMM PLAZA, FORT WORTH, TX 76109CRD# 2360830Firm CRD# 281958
01

About

Lori Ann Sidrony is a registered financial advisor based in FORT WORTH, Texas, affiliated with FIRST COMMAND ADVISORY SERVICES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
AUM
$22.1B
Regulatory assets under management
Employees
1787
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2360830
Firm CRD# 281958
6 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FORT WORTH?

Browse all registered financial advisors in FORT WORTH, Texas or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →