Daniel Brown

Financial advisor at First Command Advisory Services · Fort Worth, TX

Last updated 2026-10-10

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Daniel Brown is a financial advisor at First Command Advisory Services in Fort Worth, TX, CRD 6795499. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2018-10-29.

Registration

CRD number
6795499
Registration status
Active
IAPD registration
2018-10-29
Industry Experience
7 years
Work Experience
9 years
States registered
CO, TX

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2017-05 to 2025-05 · Charles Schwab & Co., Inc. · Dallas, TX
  • 2016-11 to 2017-03 · Yodle · Austin, TX
  • 2018-09 to 2025-05 · Charles Schwab Bank, Ssb · Dallas, TX
  • 2026-07 to Present · First Command Brokerage Services, Inc. · Fort Worth, TX
  • 2026-07 to Present · First Command Advisory Services, Inc. · Fort Worth, TX
  • 2026-07 to Present · First Command Insurance Services, Inc. · Fort Worth, TX
  • 2025-05 to 2026-07 · None · Dallas, TX

Current employment

SEC IAPD record for Daniel Brown

First Command Advisory Services

Regulatory AUM
$24,429,418,155
Registered advisors
1,012
Offices
749
Clients per advisor
112.2 (Moderate)
Average AUM per client
$215.1K (Low)
High-net-worth client ratio
3.4% (Low)

First Command Advisory Services: advisors, services and reported ETF investments

About

Daniel Brown is a financial advisor at First Command Advisory Services in Fort Worth, TX. Reported securities licenses include Series 63 and Series 66. The latest record indicates 7 years of industry experience and 9 years of reported work history.

First Command Advisory Services' firm-level Form ADV reports 1,012 advisors across 749 offices; approximately 112.2 clients per advisor, average assets per client of $215,065, and regulatory AUM of $24.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services and Portfolio Management: Individuals and Small Businesses.

PortfolioFuture's firm-level 13F analysis covers $16.3B across 173 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel Brown personally.

Reported ETF positions

First Command Advisory reports 173 ETF positions worth $16.3B on Form 13F; the largest are listed.

Largest ETF positions reported by First Command Advisory
FundReported value
IVV — iShares Core S&P 500 ETF$6.5B
DYNF — iShares U.S. Equity Factor Rotation Active ETF$2B
QQQM — Invesco NASDAQ 100 ETF$1.4B
IJH — iShares Core S&P Mid-Cap ETF$1.2B
IJR — iShares Core S&P Small-Cap ETF$980.1M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by First Command Advisory Services on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Banking or Thrift Institution
  • Insurance Company or Agency

Location

1 Firstcomm Plaza, Fort Worth, TX 76109

1,011 advisors at this office.

First Command Advisory office in Fort Worth, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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