Sean
Kelly
Navy Federal Investment Services, LLC
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About this Advisor
Sean Kelly is a financial advisor based in Oak Harbor, Washington, working with Navy Federal Investment Services, LLC. Sean has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, United States Marine Corps, Bank Of America, N.A, Farther Finance Advisors, LLC, Navy Federal Financial Group, LLC, and Navy Federal Investment Services, LLC. Sean has passed the Series 66 regulatory exam and is registered to provide services in Alaska, California, Hawaii, Idaho, Montana, Oregon, and Washington. Currently, Sean is part of Navy Federal Investment Services, LLC, which operates out of Oak Harbor, Washington. 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
Services Offered
Fee Structure
Office Location
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Navy Federal Investment Services, LLC Brokerage Details
$1,472,814,495
151
6,072
$242,558
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
Sean Kelly Work History
Navy Federal Financial Group, LLC
Navy Federal Investment Services, LLC
Navy Federal Financial Group, LLC
Navy Federal Investment Services, LLC
Farther Finance Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
United States Marine Corps
Disclosures
Please visit the SEC profile of Sean Kelly 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
Vienna, VA
Lexington Park, MD
North Richland Hills, TX
Palmdale, CA
Milton, FL
Pensacola, FL
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