Norberto Mauricio Carmona

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → 05/2025
  Schoolsfirst Federal Credit Union
  Tustin, CA
• 12/2019 → 06/2022
  Jp Morgan Chase & Co
  Moreno Valley, CA
• 07/2019 → 12/2019
  Cricket Wireless
  Moreno Valley, CA
• 05/2019 → 07/2019
  Amazon
  Corona, CA
• 04/2017 → 05/2019
  Lexus Of Riverside
  Riverside, CA
• 05/2015 → 05/2021
  Us Army Reserve
  March Air Force Base, CA
• 09/2017 → 06/2022
  University Of California, Riverside
  Riverside, CA
• 07/2022 → 05/2024
  Lpl Financial Llc
  Tustin, CA
• 05/2024 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2024 → 05/2025
  Wescom Financial Services, Llc
  Anaheim, CA
• 05/2025 → Present
  Navy Federal Financial Group, Llc
  San Bernardino, CA
• 05/2025 → Present
  Navy Federal Investment Services, Llc
  San Bernardino, CA

Previous Registrations

• 2024-05-23 → 2025-05-02
  Cuso Financial Services, L.P.
  Anaheim, CA
• 2023-12-01 → 2024-05-09
  Lpl Financial Llc
  Tustin, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-11-30

Other Names

• Beto M Carmona
• Norberto Carmona