Thomas Leechin
Thomas Leechin is a registered investment advisor at Navy Federal Investment Services, LLC, based in Vienna, VA, with 26 years of industry experience. Thomas 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
1007 Electric Ave, Vienna, VA, 22180
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2005Other Business Activities
Thomas owns three rental properties managed professionally, requiring minimal time. He also volunteers as Treasurer for Emerald Coast Gator Club and President/Board Member for Intercoastal Point Condo Association, dedicating minimal time to each.
Employment History
Current Registrations
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Previous Registrations
Navy Federal Asset Management, LLC
T. Rowe Price Investment Services, INC.Broker
Nations Financial Group, INC.Broker
Medallion Equities, INC.Broker
The First American Investment Banking CorporationBroker
State Registrations1 state
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.