Tina -Anglin
Tina -Anglin is a registered investment advisor at Navy Federal Investment Services, LLC, based in Stafford, VA, with 17 years of industry experience. Tina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,424 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.85% |
Total fees vary depending on the specific third-party manager and program selected. Fees range across programs from roughly 1.07% to 1.34% for the first tier, decreasing for larger balances.
Fee Estimator
Location
100 Corporate Drive, Stafford, VA, 22554
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2024Employment History
Current Registrations
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Navy Federal Investment Services, LLC
Previous Registrations
First Command Brokerage Services, INC.Broker
First Command Advisory Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations11 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.
Exams
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