Best Investors
Account
Sign in
Best Investors
Account
Sign in
Navy Federal Investment Services, LLC CRD 138459
$2.10B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1007 Electric Ave, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-06-29 |
| TX | RA | APPROVED | 2022-04-19 |
| NC | RA | APPROVED | 2021-10-21 |
Branch Locations
5550 Heritage Oaks Drive, Pensacola, FL 32526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning | Fort Worth | TX | 11/2019 | 04/2020 |
| Mariner Finance | Jacksonville | NC | 08/2019 | 12/2019 |
| Unemployed | Canfield | OH | 12/2018 | 08/2019 |
| Mariner Finance | Jacksonville | NC | 06/2018 | 12/2018 |
| Farmers National Bank | Canfield | OH | 02/2017 | 05/2018 |
| Full-Time Student | Columbus | OH | 08/2016 | 12/2016 |
| First Command Financial Planning | Fort Worth | TX | 04/2020 | 06/2021 |
| First Command Advisory Services | Fort Worth | TX | 04/2020 | 06/2021 |
| First Command Insurance Services | Fort Worth | TX | 04/2020 | 06/2021 |
| Navy Federal Financial Group, Llc | Jacksonville | NC | 10/2021 | 06/2022 |
| Navy Federal Investment Services, Llc | Jacksonville | NC | 10/2021 | 06/2022 |
| Unemployed | Jacksonville | NC | 06/2021 | 10/2021 |
| Navy Federal Investment Services, Llc | Salem | OH | 06/2022 | Present |
| Navy Federal Financial Group, Llc | Salem | OH | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-16 |
Reach out to this advisor