Anabelle Lassiter (CRD# 5394325) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 16 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Financial Group | Wilmington, NC | Mar 2017 - Current | 7 |
| Navy Federal Investment Services, LLC | Wilmington, VA | Mar 2017 - Current | 7 |
| Navy Federal Investment Services, LLC | Vienna, VA | Jan 2017 - Current | 7 |
| Navy Federal Financial Group | Herndon, VA | Jul 2007 - Mar 2017 | 9 |
| Navy Federal Brokerage Services | Herndon, VA | Jul 2007 - Mar 2017 | 9 |
| Navy Federal Asset Management, LLC | Herndon, VA | Sep 2007 - Jan 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- FL
- NC
- VA
-
Total Assets Under Management1,473MILLIONS
-
Total Number of Accounts6,072ACCOUNTS
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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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