Emily Mobley
Emily Mobley is a registered investment advisor at Navy Federal Investment Services, LLC, based in Vienna, VA, with 14 years of industry experience. Emily 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)
Financial
November 2017Other Business Activities
Emily is an active owner of a real estate rental property in Chesapeake, VA, since 2020, where she maintains the property and collects rent. She devotes minimal time to this activity.
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
Suntrust Investment Services, INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations2 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.