Samantha
Felger
Navy Federal Investment Services, LLC
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About this Advisor
Samantha Felger is a financial advisor based out of Vienna, Virginia with 2 years of relevant experience. Felger works at Navy Federal Investment Services, LLC. During their career, Felger has held roles at First Command Financial Planning, Mariner Finance, Farmers National Bank, Full-Time Student, Chipotle Mexican Grille, Full-Time High School Student, First Command Advisory Services, First Command Insurance Services, Navy Federal Financial Group, LLC and Navy Federal Investment Services, LLC. Felger maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina, Ohio and Texas. Navy Federal Investment Services, LLC is a business headquartered in Vienna, VA. The firm has offices in 67 locations and a total of 136 people on staff. It controls $852 million in assets under management across its 51,299 customer accounts, making it one of the bigger firms in the United States by assets under management. Navy Federal Investment Services, LLC offers a diverse set 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. A financial advisor's fees typically depend on which services the firm provides the client. Fees 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
Samantha Felger Work History
Samantha has been registered as a financial advisor for 2 years.*
Navy Federal Investment Services, LLC
Navy Federal Financial Group, LLC
Navy Federal Financial Group, LLC
Navy Federal Investment Services, LLC
First Command Financial Planning
First Command Advisory Services
First Command Insurance Services
First Command Financial Planning
Mariner Finance
Mariner Finance
Farmers National Bank
Full-Time Student
Chipotle Mexican Grille
Full-Time Student
Chipotle Mexican Grille
Chipotle Mexican Grille
Full-Time Student
Full-Time High School Student
*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 Samantha Felger 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
Pensacola, FL
Aurora, CO
Pensacola, FL
Vienna, VA
Pensacola, FL
Vienna, VA
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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