Milo
Park
Navy Federal Investment Services, LLC
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About this Advisor
Milo Park is a financial advisor who works out of Aurora, Colorado, who has 1 year of industry experience. Park works at Navy Federal Investment Services, LLC. Over the course of their career, Park has held roles at First Republic Investment Management, Inc, Robert Half, Vail Resorts LLC (Any Mountain), First Republic Securities Company, LLC, Cetera Advisor Networks, Bender Financial Services, Cwm, LLC, Navy Federal Financial Group, LLC and Navy Federal Investment Services, LLC. Park holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Colorado, Iowa, Kansas, Minnesota, Nebraska, South Dakota, Texas and Wyoming. Navy Federal Investment Services, LLC is a registered investment business headquartered in Vienna, VA. The investment advisory business has offices in 67 locations and a total of 136 financial advisors. It controls $852 million in assets among its 51,299 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The business has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees typically are based on which services the firm provides the client. However, fees billed 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
Milo Park Work History
Milo has been registered as a financial advisor for 1 years.*
Navy Federal Financial Group, LLC
Navy Federal Investment Services, LLC
Cetera Advisor Networks
Bender Financial Services
Cwm, LLC
First Republic Securities Company, LLC
First Republic Investment Management,Inc
Robert Half
Vail Resorts LLC (Any Mountain)
*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 Milo Park 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
Pensacola, FL
Vienna, VA
Pensacola, FL
Pensacola, FL
Vienna, VA
Vienna, VA
Pensacola, FL
Aurora, CO
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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