Annette Medley
Investment Adviser Representative at First Command Advisory Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Annette Medley is an investment adviser representative with First Command Advisory Services in Universal City, TX, where they have been registered since 2026. They have worked in the securities industry since 2025. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Command Brokerage Services, IncDec 2024 – Jan 2026Fort Worth, TX
- Annette Medley C.C.Ht. Life CoachOct 2024 – no end date reportedSchertz, TX
- New York LifeOct 2023 – Sep 2024San Antonio, TX
- MassMutualSep 2017 – Sep 2023San Antonio, TX
- Banker's Life and CasualtySep 2013 – Sep 2017San Antonio, TX
- First Command Brokerage Services, Inc.Jan 2026 – no end date reportedFort Worth, TX
- First Command Advisory Services, Inc.Jan 2026 – no end date reportedFort Worth, TX
- First Command Insurance Services, Inc.Jan 2026 – no end date reportedFort Worth, TX
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About First Command Advisory Services
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $5,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,052
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Fort Worth, TX
- SEC file number:
- 801-56942
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 21, 2026
View full firm profileOther advisors at First Command Advisory Services
Showing 12 of 1,052 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Annette Medley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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