Best Investors Account Sign in

Sabrina Prescott Lee

Navy Federal Investment Services, LLC

Lexington Park, MD

Leonardtown, MD

CRD 7195499

Claim This Profile
Employer firm

Navy Federal Investment Services, LLC CRD 138459

$2.10B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-10-22
  • MD RA
    APPROVED
    Since 2021-10-22

Branch Locations

46241 Corporate Way, Lexington Park, MD 20653 • United States

Leonardtown, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Navy Federal Financial Group, Llc Lexington Park MD 11/2019 Present
Navy Federal Investment Services, Llc Lexington Park MD 11/2019 Present
Navy Federal Credit Union Lexington Park MD 09/2015 11/2019
  • 11/2019 → Present
    Navy Federal Financial Group, Llc
    Lexington Park, MD
  • 11/2019 → Present
    Navy Federal Investment Services, Llc
    Lexington Park, MD
  • 09/2015 → 11/2019
    Navy Federal Credit Union
    Lexington Park, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-22
  • S66 Uniform Combined State Law Examination
    2021-10-22
Other Names
  • Sabrina Lee
  • Sabrina Dawn Prescott

View on SEC IAPD

Nearby Firms

FIRST COMMAND ADVISORY SERVICES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Annmarie K Trombino
Laura Ann Hyatt
William Conrad Reuter

Nearby Offices

FIRST COMMAND ADVISORY SERVICES · Lexington Park, MD
CETERA INVESTMENT ADVISERS LLC · LEXINGTON PARK, MD
CETERA INVESTMENT ADVISERS LLC · LEXINGTON PARK, MD

More in Lexington Park, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor