Lisa
Aubel

Navy Federal Brokerage Services, LLC

CRD#1161423
Investment Advisor
in Vienna, VA

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About this Advisor

Lisa Aubel is a financial advisor operating in Vienna, Virginia, with a total of 14 years of financial industry experience. Aubel is currently employed by Navy Federal Brokerage Services, LLC. Their career trajectory has included roles at Ubs Financial Services, Wells Fargo Advisors LLC, Garrett J Bleakley, Garrett T Bleakley, Northwestern Mutual Investment Services, LLC, Richard Wick, Navy Federal Brokerage Services, LLC, Navy Federal Financial Group, LLC and Arizona State University. Aubel has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in California. Navy Federal Brokerage Services, LLC is a registered investment company based in Vienna, Virginia. The investment advisory business has offices in 77 locations and a total of 128 financial advisors. It handles $429 million in total assets between its 3,456 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Navy Federal Brokerage Services, LLC offers 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 charged by financial advisors usually vary depending on which service is offered. However, fee types billed by Navy Federal Brokerage Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

15 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

Disclosures

No

Office Location

820 Follin Lane
Vienna, VA 22180

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Navy Federal Brokerage Services, LLC Brokerage Details

Total Assets Under Management

$429,129,555

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

128

VA Average: 32
Total Number of Accounts

3,456

VA Average: 1,458
Average Account Size

$124,169

VA Average: $1,258,785

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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

Lisa Aubel Work History

Lisa has 15 years of experience.

2017 - Present (3 years)

Navy Federal Brokerage Services, LLC

2017 - Present (3 years)

Navy Federal Financial Group, LLC

2017 - 2017 (< 1 year)

Arizona State University

2015 - 2016 (1 year)

Garrett T Bleakley

2015 - 2016 (1 year)

Richard Wick

2015 - 2016 (1 year)

Garrett J Bleakley

2014 - 2015 (1 year)

Garrett J Bleakley

2014 - 2016 (2 years)

Northwestern Mutual Investment Services, LLC

2011 - 2014 (3 years)

Wells Fargo Advisors LLC

2005 - 2011 (6 years)

Ubs Financial Services

Disclosures

Lisa Aubel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Navy Federal Brokerage Services LLC

Norine Correa
Vienna, VA
Kari Foust
Pensacola, FL
Hourieh Ghasripour
Vienna, VA
Alex Santillan
Saint Marys, GA
Steven Carpenter
Vienna, VA
Graham Goeddel
Vienna, VA
Mark Sottile
Alpharetta, GA
Christopher Jumalon
Atlanta, GA

This content was compiled from the SEC and FINRA.

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