Nyla
Pollard

Navy Federal Investment Services, LLC

CRD#7531203
Investment Advisor
in San Diego, CA

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About this Advisor

Nyla Pollard is a financial advisor based in San Diego, California, working with Navy Federal Investment Services, LLC. Nyla has previously held positions at Cransh Auto Sales, The University Of Texas At Arl, Pei Wei, B&G Mufflers, TD Ameritrade/Schwab, Twitch, Navy Federal Investment Services LLC, and Navy Federal Financial Group, LLC. Nyla has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California. Currently, Nyla 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

Series 66, Series 63

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

9999 Willow Creek Road
San Diego, CA 92131

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Navy Federal Investment Services, LLC Brokerage Details

Total Assets Under Management

$1,472,814,495

CA Average: $1,835,309,194
Total Number of Employees

151

CA Average: 32
Total Number of Accounts

6,072

CA Average: 1,458
Average Account Size

$242,558

CA Average: $1,258,785

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

Nyla Pollard Work History

2023 - Present (2 years)

Navy Federal Investment Services LLC

2023 - Present (2 years)

Navy Federal Financial Group, LLC

2021 - Present (4 years)

Twitch

2022 - 2023 (1 year)

Td Ameritrade/Schwab

2021 - 2021 (< 1 year)

Cransh Auto Sales

2021 - 2021 (< 1 year)

The University Of Texas At Arl

2018 - 2019 (1 year)

Pei Wei

2017 - 2022 (5 years)

B&G Mufflers

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nyla Pollard 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

Norine Correa
Palmdale, CA
Jake Steffen
Vienna, VA
Regina Mayhew
Vienna, VA
Sabrina Lee
Lexington Park, MD
Lauren Kirkwood
North Richland Hills, TX
Milo Park
Aurora, CO
Alex Brumback
Milton, FL
Adam Cartwright
Pensacola, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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