Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
First Command Financial Planning |
| Address: |
121 Cathedral Street |
| City: |
Annapolis |
| State: |
MD |
| Zip Code: |
21401 |
| Telephone: |
(410) 263 - 8201 |
| Fax: |
(410) 263 - 1130 |
| Web Site: |
www.firstcommand.com |
| |
| We provide expertise in Federal Employee benefits. TSP rollover recommendations and provide comprehensive financial planning, retirement planning, estate planning and small business continuity and executive benefits planning throughout the Washington DC Metropolitan Area. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
John Shull |
(410) 263 - 8201 |
|
| 2. |
Gary Bishop |
(410) 263 - 8201 |
|
| 3. |
Ken Handy |
(410) 263 - 8201 |
|
| 4. |
Gregory Thomas |
(410) 263 - 8201 |
|
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: Series 6, 63, 65, 26
Insurance Licenses: Life & Health, Property & Casualty & Long Term Care
Other Licenses and Designations: ChFEBCSM, CFP®
Education/Area of Study:
Associations and Affiliations: SIPC, FPA
Experience:
I have / The office has been providing financial and/or related advice to clients for 31 years.
How I/we charge clients for services:
X |
Fee for Financial Planning (initial, hourly, and/or retainer) |
X |
Fee based on percentage of assets managed; percentage ranges |
X |
Commissions, trail fees, redemption fees, account fees, etc. |
--- |
Other: |
Financial services provided:
X |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
--- |
Stock and bond brokerage |
X |
Other: Business Continuity & Executive Benefits Planning, All Banking Services |
Specialty:
I am (or my firm is) registered with the SEC as an investment adviser. Yes
If so, in what states? All
Number of employees who work in your office/firm:
--- |
1-5 |
X |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
--- |
Owner/Partner |
--- |
Employee |
X |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with First Command Financial Planning, Inc. |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
