Ruddie
Powell

Navy Federal Investment Services, LLC

CRD#7302182
Investment Advisor
in Pensacola, FL

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About this Advisor

Ruddie Powell is a financial advisor based in Pensacola, Florida, working with Navy Federal Investment Services, LLC. Ruddie has previously held positions at Navy Federal Brokerage Services, LLC, Navy Federal Financial Group, LLC, Hill Kelly Dodge Chrysler Jeep Ram, Navy Federal Investment Services, LLC, Espn Pensacola (Pensacola Sports Radio), and Navy Federal Credit Union. Ruddie has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Ruddie 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 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

Series 66

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

Ruddie Powell Work History

2022 - Present (2 years)

Navy Federal Investment Services, LLC

2020 - Present (4 years)

Navy Federal Financial Group, LLC

2020 - 2022 (2 years)

Navy Federal Brokerage Services, LLC

2019 - 2020 (1 year)

Navy Federal Credit Union

2015 - 2018 (3 years)

Hill Kelly Dodge Chrysler Jeep Ram

2014 - 2015 (1 year)

Espn Pensacola (Pensacola Sports Radio)

Disclosures

Please visit the SEC profile of Ruddie Powell 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

Matthew Waste
Tampa, FL
Jake Steffen
Vienna, VA
Adam Cartwright
Pensacola, FL
Sabrina Lee
Lexington Park, MD
Lauren Kirkwood
North Richland Hills, TX
Norine Correa
Palmdale, CA
Alex Brumback
Milton, FL
Regina Mayhew
Vienna, VA

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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