Anabelle Lassiter, financial advisor Wilmington NC
93 score

Anabelle Lassiter

CRD Number: 5394325
Current Firm: Navy Federal Brokerage Services LLC

Anabelle Lassiter (CRD# 5394325) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Wilmington, NC and has over 10 years of experience in the finance industry.

Similar Advisors
Michael Hudson, financial advisor Wilmington NC
Michael L. Hudson
CRD# 2476619
Rs Wealth Management, LLC
Score
100
Similar Advisors
Walker Abney, financial advisor Wilmington NC
Walker L. Abney
CRD# 5248339
Tilia Fiduciary Partners, Inc.
Score
96
Similar Advisors
Gerard Alberts, financial advisor Wilmington NC
Gerard H. Alberts
CRD# 1035351
Wells Fargo Clearing Services, LLC
Score
96
Company Name Location Dates Years
Navy Federal Financial Group Wilmington, NC Mar 2017 - Current 1
Navy Federal Brokerage Services, LLC Wilmington, VA Mar 2017 - Current 1
Navy Federal Brokerage Services, LLC Vienna, VA Jan 2017 - Current 1
Navy Federal Financial Group Herndon, VA Jul 2007 - Mar 2017 9
Navy Federal Brokerage Services Herndon, VA Jul 2007 - Mar 2017 9
Navy Federal Asset Management, LLC Herndon, VA Sep 2007 - Jan 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Anabelle L. Lassiter
Phone Number: 7032061320
Registered State(s):
  • FL
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    1,688
    ACCOUNTS
  • Average Account Value
    $110,453
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

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

Ready to hire a financial advisor? Get competitive proposals from Anabelle Lassiter and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.