Graham
Goeddel

Navy Federal Investment Services, LLC

CRD#4526606
Investment Advisor
in Vienna, VA

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About this Advisor

Graham Goeddel is a financial advisor who works out of Vienna, Virginia who has 6 years of industry experience. Goeddel is on the advisory team at Navy Federal Investment Services, LLC. The advisor has gained experience at Navy Federal Investment Services LLC, Navy Federal Financial Group, LLC, Navy Federal Brokerage Services, LLC and Navy Federal Asset Management, LLC. Goeddel holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Georgia, North Carolina and Ohio. Navy Federal Investment Services, LLC is an advisory company based in Vienna, VA. The company has offices in 67 locations and a total of 136 employees. It manages $852 million in assets under management among its 51,299 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. Navy Federal Investment Services, LLC has a diverse range of services, such as 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 are based on which services are offered. However, fee types billed 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

1007 Electric Ave
Vienna, VA 22180

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Navy Federal Investment Services, LLC Brokerage Details

Total Assets Under Management

$852,387,830

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

136

VA Average: 32
Total Number of Accounts

51,299

VA Average: 1,458
Average Account Size

$16,616

VA 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

Graham Goeddel Work History

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

2017 - Present (7 years)

Navy Federal Brokerage Services, LLC

2010 - Present (14 years)

Navy Federal Investment Services LLC

2010 - Present (14 years)

Navy Federal Financial Group, LLC

2010 - 2017 (7 years)

Navy Federal Asset Management, 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 Graham Goeddel 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

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

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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