Anabelle L Lassiter

Navy Federal Investment Services, LLC

18 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Navy Federal Investment Services, LLC

Compensation

Fee-Only (AUM)

Firm Size

137 advisors

Number of Clients

6,406 clients

Average Client Portfolio

$268K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$50K

Location

1007 Electric Ave, Vienna, VA, 22180

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Navy Federal Investment Services, LLC

January 2017 - Present · 9 yrs 1 mo

Navy Federal Investment Services, LLC

August 2007 - Present · 18 yrs 6 mos

Navy Federal Investment Services, LLCBroker

August 2007 - Present · 18 yrs 6 mos

Previous Registrations

Navy Federal Asset Management, LLC

October 2007 - January 2017 · 9 yrs 3 mos

State Registrations3 states

FLNCVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.