Terence Lamont Graham
Investment adviser representative at First Command Advisory Services
10 yearsExperience
2 statesRegistered in
$24.4BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- First Command Advisory ServicesJul 2019 to now
- First Command Brokerage Services, IncJul 2019 to now
- First Command Insurance ServicesJul 2019 to now
- Lynx ServicesJul 2018 to Jul 2019
- Tarrant County ElectionsFeb 2018 to Jun 2018
- Vandergriff ToyotaNov 2017 to Jan 2018
- Innovate Auto FinanceSep 2017 to Oct 2017
- ElevateMay 2017 to Aug 2017
- UnemployedAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (PR, TX).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4265976
- Firm CRD
- 281958