Lyle Gal (CRD# 7734351) is an Investment Advisor Representative working at First Command Advisory Services in New London, CT and has 1 year of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth, TX | Jan 2024 - Current | < 1 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Jan 2024 - Current | < 1 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Jan 2024 - Current | < 1 |
| First Command Brokerage Services, Inc. | Fort Worth, TX | May 2023 - Jan 2024 | < 1 |
| Threat Tec | Columbus, IN | Aug 2023 - Sep 2023 | < 1 |
| Unemployed | Southbury, CT | Apr 2023 - Aug 2023 | < 1 |
| Superior Fence & Rail | Bridgeport, CT | Mar 2021 - Apr 2023 | 2 |
| Neeltran | New Milford, CT | Mar 2020 - Mar 2021 | 1 |
| Unemployed | New Milford, CT | Mar 2019 - Mar 2020 | 1 |
| Loandepot | Princeton, NJ | Sep 2017 - Mar 2019 | 1 |
| Unemployed | Hopewell, NJ | Nov 2016 - Sep 2017 | < 1 |
| Everest Reinsurance | Liberty Corner, NJ | Oct 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- CT
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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