Advisor at First Command Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Command Advisory Services
Location
Oklahoma City, OK 73135
Credentials
Series 66
Industry experience
4 years
Alexander Frank is a financial advisor with First Command Advisory Services, holding a Series 66 designation and four years of industry experience. His background includes service in the United States Air Force from 2008 to 2021 and a role at the Oklahoma Tax Commission prior to joining First Command in 2022. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm focuses on advisor-led planning relationships and offers structured financial coaching engagements alongside discretionary portfolio management through its in-house Investment Management Team.
Based on First Command Advisory Services
$0 - $250,000: 1.30% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% over $2,000,000+: 0.50%
Commissions apply to brokerage and insurance products purchased through affiliated broker-dealer and insurance agencies.
Account minimum: $20,000 Minimum fee: Financial planning fees through Tailored Professional Services (TPS) generally range from $750 to $3,000, negotiable. Fee-only: Tailored Professional Services financial planning fees from $750 to $3,000.
5604 Se 67th St
Oklahoma City, OK 73135
Oklahoma · Texas
First Command Insurance Services
2022 - Present (4 years)
First Command Advisory Services
2022 - Present (4 years)
First Command Brokerage Services
2022 - Present (4 years)
First Command Brokerage Services
2022 - 2022 (1 year)
Oklahoma Tax Commission
2021 - 2022 (1 year)
United States Air Force
2008 - 2021 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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