Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC (CRD# 138459) is a financial advisory firm headquartered in Vienna, VA. They manage $1,472,814,495 in 6,072 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,473MILLION
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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
Donald Andrus (CRD# 4919980) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Germantown, MD and has over 11 years of experience in the finance industry.
Lisa Aubel (CRD# 1161423) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 29 years of experience in the finance industry.
Marissa Bacino (CRD# 6761615) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 6 years of experience in the finance industry.
James Barnes (CRD# 6164863) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Pensacola, FL and has over 9 years of experience in the finance industry.
Ashley Boles (CRD# 6634502) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 6 years of experience in the finance industry.
William Bowman (CRD# 4759243) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Pensacola, FL and has over 20 years of experience in the finance industry.
Fulton Bridges (CRD# 6302961) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Springfield, VA and has over 10 years of experience in the finance industry.
Tomeka Brown (CRD# 4713938) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 11 years of experience in the finance industry.
Patrick Bryant (CRD# 5736558) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Pensacola, FL and has over 14 years of experience in the finance industry.
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.