Lisa O'keefeCRD 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.
First Command Advisory Services
State Farm Investment Management Corp.
|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|
Total Assets Under Management18,869MILLIONS
Total Number of Accounts98,324ACCOUNTS
Average Account Value$191,906
- 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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