Terrelle George
Investment adviser representative at First Command Advisory Services
14 yearsExperience
1 stateRegistered in
$24.4BFirm assets
21 yearsFirm in business
Are you Terrelle George? Claim your profile
Contact this firm
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
14 years in the industry.
- First Command Advisory Services, Inc.Apr 2025 to now
- First Command Insurance Services, Inc.Apr 2025 to now
- First Command Brokerage Services, Inc.Dec 2024 to now
- G&g Mgmt/ South Wood AssetsApr 2012 to now
- Frito LayMar 2024 to Dec 2024
- Federal Freight LLCApr 2022 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 8024574
- Firm CRD
- 281958