Sabrina Lee (CRD# 7195499) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Lexington Park, MD and has over 2 years of experience in the finance industry.
CRD# 5048590
Truist Advisory Services, Inc.
CRD# 6365298
Edward Jones
CRD# 3183397
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Financial Group, LLC | Lexington Park, MD | Nov 2019 - Current | 4 |
| Navy Federal Brokerage Services, LLC | Lexington Park, MD | Nov 2019 - Current | 4 |
| Navy Federal Credit Union | Lexington Park, MD | Sep 2015 - Nov 2019 | 4 |
| Dod - Naf - Mcbh Veterinary Clinic | Mcbh Kaneohe, HI | Mar 2015 - Sep 2015 | < 1 |
| Unemployed/homemaker | Kailua, HI | Jun 2014 - Mar 2015 | < 1 |
| Warrington Chiropractic Clinic | Pensacola, FL | Jun 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- MD
-
Total Assets Under Management1,473MILLIONS
-
Total Number of Accounts6,072ACCOUNTS
-
Average Account Value$242,558
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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