Lael Beebe Formica

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 11/2022
  Network 1 Financial Securities, Inc.
  Red Bank, NJ
• 11/2022 → Present
  First Command Financial
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-02-14
• S63 Uniform Securities Agent State Law Examination
  2017-08-24

Other Names

• Lael Beebe Phillips