Khoi
Nguyen

Navy Federal Investment Services, LLC

CRD#5459791
Investment Advisor
in Pensacola, FL

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About this Advisor

Khoi Nguyen is a financial advisor based out of Pensacola, Florida, with a total of 6 years of relevant experience. Nguyen is currently employed by Navy Federal Investment Services, LLC. Their career trajectory has included roles at Navy Federal Investment Services LLC, Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC. Nguyen maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Alabama, Arizona, Arkansas, California, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, West Virginia, Wisconsin and Wyoming. Navy Federal Investment Services, LLC is an advisory company operating out of Vienna, VA. The company has offices in 67 locations and a total of 136 people on staff. It has $852 million in assets among its 51,299 accounts, placing it among the larger firms in the country by assets under management. Navy Federal Investment Services, LLC has a diverse set 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. Fees charged by financial advisors largely depend on the services offered. Fee types charged by Navy Federal Investment Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

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

5550 Heritage Oaks Drive
Pensacola, FL 32526

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Navy Federal Investment Services, LLC Brokerage Details

Total Assets Under Management

$852,387,830

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

136

FL Average: 32
Total Number of Accounts

51,299

FL Average: 1,458
Average Account Size

$16,616

FL 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

Khoi Nguyen Work History

Khoi has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Navy Federal Investment Services, LLC

2011 - Present (13 years)

Navy Federal Investment Services LLC

2011 - Present (13 years)

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 Khoi Nguyen 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

Thomas Leechin
Vienna, VA
James Barnes
Vienna, VA
Bryan Etheridge
Pensacola, FL
Amy Scott
Vienna, VA
Kevin Driscoll
Pensacola, FL
Patrick Bryant
Pensacola, FL
William Copeland
Pensacola, FL
Ashley Clarke
Vienna, VA

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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