Kevin Reese
Kevin Reese is a ChFC-designated registered investment advisor at Navy Federal Investment Services, LLC, based in Rockville, MD, with 37 years of industry experience. Kevin 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
12250 Rockville Pike, Suite 280, Rockville, MD, 20852
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2014Customer Dispute
October 2012Customer Dispute
July 2008Customer Dispute
April 2005Employment History
Current Registrations
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Navy Federal Investment Services, LLC
Previous Registrations
Navy Federal Asset Management, LLC
Navy Federal Brokerage Services LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Monument Distributors, INC.Broker
Countrywide Investments, INC.Broker
Investment Affiliate, INC.Broker
Calvert Distributors, INC.Broker
The Advisors Group, INC.Broker
Thomas James Associates, INC.Broker
Sherwood Capital, INC.Broker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.