Adviser and broker representative · First Command Advisory Services
Karen W. Twitty
CRD 7290142 · San Antonio, TX
At a glance
Karen W. Twitty is an investment adviser representative with First Command Advisory Services in San Antonio, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Karen’s SEC record dates to 2021, about 5 years ago. Karen is also registered as a broker representative.
Current advisory firm
- First Command Advisory ServicesSince January 2021San Antonio, TX · $24B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Karen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.