Patricia Flores
Patricia Flores is a registered investment advisor at Navy Federal Investment Services, LLC, based in San Diego, CA, with 26 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,406 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navy Federal Investment Services (NFIS) offers investment management through various third-party portfolio managers. Fees are calculated as a percentage of the assets managed and do not exceed 1.75% annually. The exact fee varies depending on the services provided, the parties involved, and the types of investments. Different clients in the same program may pay different fees. NFIS also offers a Digital Investor Automated Portfolios product for a fixed fee of $3.50 per month.
Location
9999 Willow Creek Road, San Diego, CA, 92131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Navy Federal Investment Services, LLCBroker
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Ws Griffith Securities, INC.Broker
Pruco Securities CorporationBroker
Painewebber IncorporatedBroker
State Registrations1 state
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