Toni-Ann
Dorsey
Navy Federal Investment Services, LLC
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About this Advisor
Toni-Ann Dorsey is a financial advisor based in Olympia, Washington, working with Navy Federal Investment Services, LLC. Toni-Ann has previously held positions at Denali Industrial Supply, Inc, Lowes, Wendys, Grubsteak, First Command Financial Planning, Inc, First Command Advisory Services, Inc, First Command Insurance Services, Inc, Enterprise Holdings, Keybank, Key Investment Services, Merrill Lynch, Pierce, Fenner & Smith Inc, John L. Scott Real Estate - Lacey Talent Group, Bank Of America, N.A, Navy Federal Investment Services, LLC, and Navy Federal Financial Group, LLC. Toni-Ann has passed the Series 66 regulatory exam and is registered to provide services in Alaska, California, Florida, Hawaii, Idaho, Montana, Oregon, and Washington. Currently, Toni-Ann is part of Navy Federal Investment Services, LLC, which operates out of Olympia, 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
Toni-Ann Dorsey Work History
Navy Federal Investment Services, LLC
Navy Federal Financial Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
John L. Scott Real Estate - Lacey Talent Group
Enterprise Holdings
Keybank
Key Investment Services
First Command Financial Planning, Inc
First Command Advisory Services, Inc
First Command Insurance Services, Inc
First Command Financial Planning, Inc
Denali Industrial Supply, Inc
Lowes
Wendys
Grubsteak
Disclosures
Please visit the SEC profile of Toni-Ann Dorsey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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