Aenon Wallace (CRD# 4714636) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Norfolk, VA and has over 19 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Investment Services, LLC | Norfolk, VA | Jul 2023 - Current | < 1 |
| Navy Federal Financial Group, LLC | Norfolk, VA | Jul 2023 - Current | < 1 |
| United States Navy | Norfolk, VA | Aug 1990 - Current | 33 |
| Guardian Life Insurance Company | Virginia Beach, VA | Nov 2018 - Jul 2023 | 4 |
| Park Avenue Securities | Virginia Beach, VA | Nov 2018 - Jul 2023 | 4 |
| Mml Investors Services, LLC | Virginia Beach, VA | Mar 2017 - Oct 2018 | 1 |
| Massmutual Life Insurance Company | Virginia Beach, VA | Jul 2016 - Oct 2018 | 2 |
| Metropolitan Life Insurance Comapny | Virginia Beach, VA | Jun 2004 - Mar 2017 | 12 |
| Metlife Securities Inc. | Virginia Beach, VA | Jun 2004 - Mar 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management1,473MILLIONS
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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
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