Alex
Brumback
Navy Federal Investment Services, LLC
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About this Advisor
Alex Brumback is a financial advisor based in Milton, Florida, working with Navy Federal Investment Services, LLC. Alex has previously held positions at Jp Morgan Chase Bank, N.A, Capital One Bank, Coyote Blues, Casa Ole, J.P. Morgan Securities LLC, Cetera Investment Services LLC, First Federal Bank Of Louisiana, Cetera Investment Advisers LLC, Navy Federal Financial Group, LLC, and Navy Federal Investment Services, LLC. Alex has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Alex is part of Navy Federal Investment Services, LLC, which operates out of Milton, Florida. The firm has 70 offices and 151 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. 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
Services Offered
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
Alex Brumback Work History
Navy Federal Financial Group, LLC
Navy Federal Investment Services, LLC
Cetera Investment Services LLC
First Federal Bank Of Louisiana
Cetera Investment Advisers LLC
Jp Morgan Chase Bank, N.A
J.P. Morgan Securities LLC
Capital One Bank
Coyote Blues
Casa Ole
Disclosures
Please visit the SEC profile of Alex Brumback 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
Aurora, CO
Lexington Park, MD
North Richland Hills, TX
Pensacola, FL
Milton, FL
Pensacola, FL
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