Charlotte Joann Hillegas
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.
Charlotte Joann Hillegas is an investment adviser representative with First Command Advisory Services in Fort Worth, TX, where they have been registered since 2015. They have worked in the securities industry since 2004 and have been registered with 3 firms, including First Command Financial Planning, Inc. and First Command BANK. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
23 states and territories
Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Louisiana, Maryland, Missouri, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia
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 Insurance Services, IncMay 2005 – no end date reportedFort Worth, TX
- First Command Financial Planning, IncJun 2013 – no end date reportedFort Worth, TX
- First Command Advisory ServicesDec 2015 – no end date reportedFort Worth, TX
Official records & sources
Data as of June 27, 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. Charlotte Joann Hillegas 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.
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