Veston
Thompson
Navy Federal Investment Services, LLC
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About this Advisor
Veston Thompson is a financial advisor based in San Diego, California with a total of 6 years of industry experience. Thompson currently works for Navy Federal Investment Services, LLC. Throughout their career, Thompson has worked at Navy Federal Investment Services, LLC, Navy Federal Financial Group, LLC and Navy Federal Asset Manangement, LLC. Thompson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona, California, Delaware, Florida, Hawaii, Idaho, Michigan, Utah, Virginia and West Virginia. Navy Federal Investment Services, LLC is an advisory company operating out of Vienna, VA. The investment advisory business has offices in 67 locations and a total of 136 employees. It manages $852 million in assets across its 51,299 customer accounts, making it one of the larger firms in the United States by assets under management. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services typically vary depending on the services offered. However, fees charged by Navy Federal Investment Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Navy Federal Investment Services, LLC Brokerage Details
$852,387,830
136
51,299
$16,616
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
Veston Thompson Work History
Veston has been registered as a financial advisor for 6 years.*
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC
Navy Federal Financial Group, LLC
Navy Federal Asset Manangement, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Veston Thompson 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
Vienna, VA
Pensacola, FL
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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