Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Navy Federal Investment Services, LLC financial advisors in Washington

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

The short answer

3 registered advisors work at Navy Federal Investment Services, LLC in Washington, out of 144 nationwide; it's the firm's number 9 state by advisors, and the most are in Lacey (1). 0 list the CFP designation and 3 are also registered broker representatives.

Navy Federal Investment Services, LLC advisors by city in Washington

Every firm in Washington →

Lacey 1Oak Harbor 1Silverdale 1

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

Search by name →

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 3North Carolina 3

Questions

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

3 investment adviser representatives are registered at Navy Federal Investment Services, LLC offices in Washington, 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 Washington does Navy Federal Investment Services, LLC have the most advisors?

Lacey, with 1, then Oak Harbor (1). Navy Federal Investment Services, LLC has advisors in 3 cities in Washington.

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

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.