Patrick
Bryant

Navy Federal Investment Services, LLC

CRD#5736558
Investment Advisor
in Pensacola, FL

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About this Advisor

Patrick Bryant is a financial advisor based in Pensacola, Florida, working with Navy Federal Investment Services, LLC. Patrick has previously held positions at Lpl Financial, Investment Professionals Inc, Navy Federal Brokerage Services, LLC, and Navy Federal Financial Group, LLC. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Patrick is part of Navy Federal Investment Services, LLC, which operates out of Pensacola, Florida. The firm has 70 offices and 151 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including high-net-worth individuals. 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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

$1,472,814,495

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

151

FL Average: 32
Total Number of Accounts

6,072

FL Average: 1,458
Average Account Size

$242,558

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

Patrick Bryant Work History

2017 - Present (8 years)

Navy Federal Brokerage Services, LLC

2015 - Present (10 years)

Navy Federal Brokerage Services, LLC

2015 - Present (10 years)

Navy Federal Financial Group, LLC

2014 - 2014 (< 1 year)

Lpl Financial

2014 - 2015 (1 year)

Investment Professionals Inc

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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

Milo Park
Aurora, CO
Ruddie Powell
Pensacola, FL
Regina Mayhew
Vienna, VA
Sabrina Lee
Lexington Park, MD
Lauren Kirkwood
North Richland Hills, TX
Norine Correa
Palmdale, CA
Alex Brumback
Milton, FL
Adam Cartwright
Pensacola, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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