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Financial ADVSR advisor directory · SEC adviser records

Navy Federal Investment Services, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Navy Federal Investment Services, LLC office in California, by city and A to Z.

The short answer

28 registered advisors work at Navy Federal Investment Services, LLC in California, out of 144 nationwide; it's the firm's number 2 state by advisors, and the most are in San Diego (19). 1 list the CFP designation and 28 are also registered broker representatives.

Navy Federal Investment Services, LLC advisors by city in California

Every firm in California →

San Diego 19Oceanside 2Corona 1Costa Mesa 1Lemoore 1Palmdale 1Pasadena 1Perris 1Temecula 1Twentynine Palms 1

Navy Federal Investment Services, LLC advisors in California, A to Z

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Navy Federal Investment Services, LLC advisors in every state →Navy Federal Investment Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Navy Federal Investment Services, LLC in other states

Virginia 49Florida 28Texas 10Maryland 5Georgia 4Hawaii 3North Carolina 3Washington 3

Questions

How many Navy Federal Investment Services, LLC financial advisors are in California?

28 investment adviser representatives are registered at Navy Federal Investment Services, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 144 at the firm nationwide. 1 list the CFP designation and 28 are also registered as broker representatives.

Where in California does Navy Federal Investment Services, LLC have the most advisors?

San Diego, with 19, then Oceanside (2). Navy Federal Investment Services, LLC has advisors in 10 cities in California.

How do I check a Navy Federal Investment Services, LLC advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Navy Federal Investment Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.