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Lael Beebe Formica

First Command Advisory Services

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About Lael Beebe Formica

Lael Beebe Formica is a financial professional with over eight years of experience in the industry. Lael is currently registered with First Command Advisory Services and has previously held positions at Network 1 Financial Securities Inc. Lael has earned the Series 4, 7, 24, 52, 53, 57, 63, 66, and 99 securities licenses and has demonstrated expertise in a variety of financial products and services. Lael is dedicated to providing clients with personalized financial guidance and strategies.

Firm Information

Lael Formica is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lael Formica’s Registration & Firm History

NJ

01/11/2023 - Present

First Command Advisory Services (Cream Ridge NJ)

NJ

08/13/2015 - 11/17/2022

NETWORK 1 FINANCIAL SECURITIES INC. (RED BANK NJ)

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Licenses & Designations

BOTH

Issued 02/14/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/10/2020

Series 4 - Registered Options Principal Examination

BC

Issued 08/13/2020

Series 24 - General Securities Principal Examination

BC

Issued 02/03/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2018

Series 57 - Securities Trader Exam

BC

Issued 08/01/2017

Series 7 - General Securities Representative Examination

BC

Issued 08/13/2015

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lael Beebe Formica.
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