Navy Federal Investment Services, LLC

Navy Federal Investment Services, LLC (CRD# 138459) is a financial advisory firm headquartered in Vienna, VA. They manage $899,083,385 in 5,215 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    899
    MILLION
  • Total Number of Accounts
    5,215
    ACCOUNTS
  • Average Account Value
    $172,403
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 Investment Services, LLC
Showing 1 - 10 of 90 top financial advisors.
1
Jennifer Aguirre
CRD#: 6376708
10011 Fm 1960 Bypass Road, West Humble, TX 77338

Jennifer Aguirre (CRD# 6376708) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in West Humble, TX and has over 5 years of experience in the finance industry.

2
Donald O. Andrus
CRD#: 4919980
11534 Middlebrook Road, Germantown, MD 20874

Donald Andrus (CRD# 4919980) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Germantown, MD and has over 9 years of experience in the finance industry.

3
Lisa Aubel
CRD#: 1161423
1007 Electric Ave, Vienna, VA 22180

Lisa Aubel (CRD# 1161423) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 28 years of experience in the finance industry.

4
Marissa S. Bacino
CRD#: 6761615
1007 Electric Ave, Vienna, VA 22180

Marissa Bacino (CRD# 6761615) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 4 years of experience in the finance industry.

5
James A. Barnes
CRD#: 6164863
1007 Electric Ave, Vienna, VA 22180

James Barnes (CRD# 6164863) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 7 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.

6
Ashley R. Boles
CRD#: 6634502
1007 Electric Ave, Vienna, VA 22180

Ashley Boles (CRD# 6634502) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 4 years of experience in the finance industry.

7
William R. Bowman
CRD#: 4759243
5550 Heritage Oaks Drive, Pensacola, FL 32526

William Bowman (CRD# 4759243) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Pensacola, FL and has over 18 years of experience in the finance industry.

8
Fulton Bridges
CRD#: 6302961
6225 Brandon Ave, Ste 140, Springfield, VA 22150

Fulton Bridges (CRD# 6302961) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Springfield, VA and has over 8 years of experience in the finance industry.

9
Tomeka L. Brown
CRD#: 4713938
1007 Electric Ave, Vienna, VA 22180

Tomeka Brown (CRD# 4713938) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 10 years of experience in the finance industry. Tomeka Brown 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.

10
Patrick B. Bryant
CRD#: 5736558
5550 Heritage Oaks Drive, Pensacola, FL 32526

Patrick Bryant (CRD# 5736558) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Pensacola, FL and has over 12 years of experience in the finance industry. Patrick Bryant 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.

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