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).

Current Firm Details
1007 Electric Ave, Vienna, VA 22180
https://www.navyfederal.org/financial-group/
By the Numbers
  • Total Assets Under Management
    1,473
    MILLION
  • Total Number of Accounts
    6,072
    ACCOUNTS
  • Average Account Value
    $242,558
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
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 91 - 95 of 95 top financial advisors.
91
Richard Ruggieri, financial advisor San Diego CA
Richard J. Ruggieri
CRD#: 7357073
9999 Willow Creek Road, San Diego, CA 92131

Richard Ruggieri (CRD# 7357073) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in San Diego, CA and has over 2 years of experience in the finance industry.

92
Justin Taylor, financial advisor Vienna VA
Justin R. Taylor
CRD#: 7356892
1007 Electric Ave, Vienna, VA 22180

Justin Taylor (CRD# 7356892) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 2 years of experience in the finance industry.

93
Valerie Vitale, financial advisor Vienna VA
Valerie M. Vitale
CRD#: 6891591
1007 Electric Ave, Vienna, VA 22180

Valerie Vitale (CRD# 6891591) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 5 years of experience in the finance industry.

94
Jody Weddle, financial advisor Vienna VA
Jody M. Weddle
CRD#: 6342508
1007 Electric Ave, Vienna, VA 22180

Jody Weddle (CRD# 6342508) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 9 years of experience in the finance industry.

95
Nicholas Wilson, financial advisor Pensacola FL
Nicholas C. Wilson
CRD#: 7614865
5550 Heritage Oaks Drive, Pensacola, FL 32526

Nicholas Wilson (CRD# 7614865) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Pensacola, FL and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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