Patrick
Bryant
Navy Federal Investment Services, LLC
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About this Advisor
Patrick Bryant is a certified financial planner who works in Pensacola, Florida with a total of 6 years of industry experience. Bryant is an employee of Navy Federal Investment Services, LLC. Their career trajectory has included roles at Raymond James & Associates, Inc, Allstate Insurance Co, Lpl Financial, Investment Professionals Inc, Navy Federal Brokerage Services, LLC and Navy Federal Financial Group, LLC. Bryant holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Navy Federal Investment Services, LLC is an advisory business that has its headquarters in Vienna, VA. The investment advisory business has offices in 67 locations and a total of 136 employees. It handles $852 million in assets between its 51,299 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. Navy Federal Investment Services, LLC has 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. Fees for financial advisory services usually vary depending on the type of 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
Patrick Bryant Work History
Patrick has been registered as a financial advisor for 6 years.*
Navy Federal Brokerage Services, LLC
Navy Federal Brokerage Services, LLC
Navy Federal Financial Group, LLC
Lpl Financial
Investment Professionals Inc
Raymond James & Associates, Inc
Allstate Insurance Co
*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 Patrick Bryant 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
Pensacola, FL
Vienna, VA
Vienna, VA
Pensacola, FL
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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