Emily Mobley (CRD# 5448762) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 15 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, LLC | Vancouver, WA | Jul 2020 - Current | 3 |
| Navy Federal Brokerage Services, LLC | Vancouver, WA | Jul 2020 - Current | 3 |
| Navy Federal Brokerage Services, LLC | Norfolk, VA | Jan 2017 - Jul 2020 | 3 |
| Navy Federal Financial Group, LLC | Norfolk, VA | May 2015 - Jul 2020 | 5 |
| Navy Federal Brokerage Services, LLC | Norfolk, VA | May 2015 - Jul 2020 | 5 |
| Navy Federal Credit Union | Hampton, VA | Nov 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
- WA
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Total Assets Under Management852MILLIONS
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Total Number of Accounts51,299ACCOUNTS
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Average Account Value$16,616
- 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
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