Navy Federal Brokerage Services LLC

Navy Federal Brokerage Services LLC (CRD# 138459) is a financial advisory firm headquartered in Vienna, VA. They manage $429,129,555 in 3,456 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    429
    MILLION
  • Total Number of Accounts
    3,456
    ACCOUNTS
  • Average Account Value
    $124,169
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Navy Federal Brokerage Services LLC
Showing 1 - 10 of 91 top financial advisors.
1
Dylan J. Allred
CRD#: 6803852
Pensacola, FL 32526

Dylan Allred (CRD# 6803852) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Pensacola, FL and has over 2 years of experience in the finance industry.

2
Bryanna R. Andrews-Partsch
CRD#: 6651567
Pensacola, FL 32506

Bryanna Andrews-Partsch (CRD# 6651567) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Pensacola, FL and has over 3 years of experience in the finance industry.

3
Donald O. Andrus
CRD#: 4919980
Germantown, MD 20874

Donald Andrus (CRD# 4919980) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Germantown, MD and has over 6 years of experience in the finance industry.

4
Lisa Aubel
CRD#: 1161423
Vienna, VA 22180

Lisa Aubel (CRD# 1161423) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Vienna, VA and has over 25 years of experience in the finance industry.

5
Marissa S. Bacino
CRD#: 6761615
Vienna, VA 22180

Marissa Bacino (CRD# 6761615) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Vienna, VA and has 1 year of experience in the finance industry.

6
James A. Barnes
CRD#: 6164863
Vienna, VA 22180

James Barnes (CRD# 6164863) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Vienna, VA and has over 4 years of experience in the finance industry. James Barnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ashley R. Boles
CRD#: 6634502
Vienna, VA 22180

Ashley Boles (CRD# 6634502) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Vienna, VA and has over 2 years of experience in the finance industry.

8
William R. Bowman
CRD#: 4759243
Pensacola, FL 32526

William Bowman (CRD# 4759243) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Pensacola, FL and has over 15 years of experience in the finance industry.

9
Fulton Bridges
CRD#: 6302961
Springfield, VA 22150

Fulton Bridges (CRD# 6302961) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Springfield, VA and has over 5 years of experience in the finance industry.

10
Robert A. Brown
CRD#: 4939464
Vienna, VA 22180

Robert Brown (CRD# 4939464) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Vienna, VA and has over 14 years of experience in the finance industry.

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