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Financial ADVSR advisor directory · SEC adviser records

Navy Federal Investment Services, LLC financial advisors in North Carolina

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

The short answer

3 registered advisors work at Navy Federal Investment Services, LLC in North Carolina, out of 144 nationwide; it's the firm's number 8 state by advisors, and the most are in Clayton (1). 0 list the CFP designation and 3 are also registered broker representatives.

Navy Federal Investment Services, LLC advisors by city in North Carolina

Every firm in North Carolina →

Clayton 1Jacksonville 1South Mills 1

Navy Federal Investment Services, LLC advisors in North Carolina, 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 49California 29Florida 28Texas 10Maryland 5Georgia 4Hawaii 3Washington 3

Questions

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

3 investment adviser representatives are registered at Navy Federal Investment Services, LLC offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 144 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

Clayton, with 1, then Jacksonville (1). Navy Federal Investment Services, LLC has advisors in 3 cities in North Carolina.

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

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.