William
Bowman
Navy Federal Investment Services, LLC
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About this Advisor
William Bowman is a financial advisor who works out of Pensacola, Florida with 6 years of industry experience. Bowman is currently employed by Navy Federal Investment Services, LLC. During their career, the advisor has held roles at Navy Federal Investment Services LLC, Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC. Bowman has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Alabama, Arizona, California, Colorado, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Maine, Maryland, Michigan, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia and Washington. Navy Federal Investment Services, LLC is a company that has its headquarters in Vienna, VA. The investment advisory business has offices in 67 locations and a total of 136 advisors. It handles $852 million in assets between its 51,299 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. Navy Federal Investment Services, LLC performs a number 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 fee schedules vary depending on the financial services. Fee types 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
William Bowman Work History
William 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
*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 William Bowman 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
Vienna, VA
Pensacola, FL
Pensacola, FL
Vienna, VA
Aurora, CO
Vienna, VA
Pensacola, FL
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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