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
Matthew Storey (CRD# 6586506) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 8 years of experience in the finance industry.
Veston Thompson (CRD# 5133483) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in San Diego, CA and has over 17 years of experience in the finance industry.
Michael Tita (CRD# 6760149) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 7 years of experience in the finance industry.
Mario Trevino (CRD# 4825050) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 19 years of experience in the finance industry.
Hien Truong (CRD# 5266818) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 16 years of experience in the finance industry.
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.
David Wallin (CRD# 5441585) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Pensacola, FL and has over 16 years of experience in the finance industry.
Matthew Wiegele (CRD# 6204202) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Oceanside, CA and has over 10 years of experience in the finance industry.
Sabrina Baker (CRD# 6580637) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 8 years of experience in the finance industry.
Heather Bitner (CRD# 5954507) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 12 years of experience in the finance industry.