Gil
Matro
Navy Federal Investment Services, LLC
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About this Advisor
Gil Matro is a financial advisor based in San Diego, California, working with Navy Federal Investment Services, LLC. Gil has previously held positions at Navy Federal Financial Group, Navy Federal Investment Services, LLC, and Navy Federal Asset Management, LLC. Gil has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Florida, Nevada, North Carolina, Ohio, Oregon, Texas, and Washington. Currently, Gil is part of Navy Federal Investment Services, LLC, which operates out of San Diego, California. The firm has 70 offices and 151 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Navy Federal Investment Services, LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Navy Federal Investment Services, LLC Brokerage Details
$1,472,814,495
151
6,072
$242,558
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Gil Matro Work History
Navy Federal Investment Services, LLC
Navy Federal Financial Group
Navy Federal Investment Services, LLC
Navy Federal Asset Management, LLC
Disclosures
Please visit the SEC profile of Gil Matro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Navy Federal Investment Services, LLC
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Milton, FL
Pensacola, FL
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