Robin Caldwell, financial advisor South Mills NC

Robin Caldwell

CRD Number: 4655464
Current Firm: Navy Federal Investment Services, LLC

Robin Caldwell (CRD# 4655464) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in South Mills, NC and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Navy Federal Investment Services, LLC South Mills, NC Jan 2021 - Current 3
Navy Federal Financial Group, LLC Vienna, VA Sep 2007 - Current 16
Navy Federal Brokerage Services, LLC Chesapeake, VA Jan 2017 - Jan 2021 4
Navy Federal Brokerage Services, LLC Chesapeake, VA Dec 2000 - Jan 2021 20
Navy Federal Asset Management, LLC Vienna, VA Sep 2007 - Jan 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2006
Contact Info for Robin L. Caldwell
Phone Number: 703-206-1517
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    852
    MILLIONS
  • Total Number of Accounts
    51,299
    ACCOUNTS
  • Average Account Value
    $16,616
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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