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
Stephen Petrie (CRD# 2702541) 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.
Joshua Porras (CRD# 6411457) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in San Diego, CA and has over 8 years of experience in the finance industry.
Jeffrey Powell (CRD# 4937764) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Virginia Beach, VA and has over 18 years of experience in the finance industry.
Kevin Reese (CRD# 1696804) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Rockville, MD and has over 36 years of experience in the finance industry.
Troy Schoonover (CRD# 5142604) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Pensacola, FL and has over 17 years of experience in the finance industry.
Joseph Schultz (CRD# 6805980) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Pensacola, FL and has over 5 years of experience in the finance industry.
Sarah Sealey (CRD# 2579373) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in San Diego, CA and has over 29 years of experience in the finance industry.
Michael Skibbe (CRD# 4284767) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Jacksonville, NC and has over 23 years of experience in the finance industry.
Mark Sottile (CRD# 863839) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Alpharetta, GA and has over 42 years of experience in the finance industry.
Diane Staples (CRD# 4674368) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 20 years of experience in the finance industry.