Lisa O'keefe, financial advisor Kaiserslautern

Lisa O'keefe

CRD Number: 7047018
Current Firm: First Command Advisory Services

Lisa O'keefe (CRD# 7047018) is an Investment Advisor Representative working at First Command Advisory Services in Kaiserslautern, and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Advisory Services, Inc. Fort Worth, TX Jun 2019 - Current 3
First Command Brokerage Services, Inc. Fort Worth, TX Jun 2019 - Current 3
First Command Insurance Services, Inc. Fort Worth, TX Jun 2019 - Current 3
First Command Planning Inc. Kaiserslautern, Nov 2018 - Jun 2019 < 1
Unemployed Warner Robins And Germany, GA Jul 2017 - Mar 2019 1
Houston County Board Of Education Warner Robins, GA Aug 2015 - Jul 2017 1
Unemployed Maryland, Delaware, And Italy, Sep 2008 - Jul 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Lisa A. O'keefe
Phone Number: 817-731-8621
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    18,869
    MILLIONS
  • Total Number of Accounts
    98,324
    ACCOUNTS
  • Average Account Value
    $191,906
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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