Norine Correa
Norine Correa is a ChFC-designated registered investment advisor at Navy Federal Investment Services, LLC, based in Palmdale, CA, with 15 years of industry experience. Norine 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
Palmdale, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Norine is the owner of Mother of Millions in Oceanside, CA, providing life purpose and spiritual coaching since 2021. This takes about 10-20% of her time during non-trading hours and no time during trading hours.
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
Investment Centers of America, INC.Broker
Wescom Financial ServicesBroker
State Registrations14 states
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