Naomi Files (CRD# 7678428) is an Investment Advisor Representative working at First Command Advisory Services in Chesapeake, VA and has 1 year of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Brokerage Services | Fort Worth, TX | Jan 2024 - Current | < 1 |
| First Command Insurance Services | Fort Worth, TX | Jan 2024 - Current | < 1 |
| First Command Advisory Services | Fort Worth, TX | Jan 2024 - Current | < 1 |
| Tatitlek Federal Services Inc. | Portsmouth, VA | Mar 2020 - Current | 4 |
| Tatitlek Federal Services Inc. | Portsmouth, VA | Mar 2020 - Current | 4 |
| First Command Brokerage Services | Fort Worth, TX | Dec 2022 - Jan 2024 | 1 |
| Self-employed | Chesapeake, VA | Jul 2013 - Jan 2024 | 10 |
| Liberty University | Lynchburg, VA | Jan 2020 - May 2022 | 2 |
| Salgato's Painting | Chesapeake, VA | Sep 2020 - Nov 2020 | < 1 |
| Donna Hughes Cpa | Chesapeake, VA | Nov 2019 - Feb 2020 | < 1 |
| Tidewater Community College | Chesapeake, VA | Aug 2018 - Dec 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- VA
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Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
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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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