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Brian Franklin

Navy Federal Investment Services, LLC

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About Brian Franklin

Brian Franklin is a financial advisor with Navy Federal Investment Services, LLC. Brian has been working in the financial services industry since 2015 and holds the Series 7 and Series 66 licenses. Brian is also a Chartered Financial Consultant. Brian is registered to offer investment advisory services in Arizona, Florida, Georgia, North Carolina, South Dakota, and Virginia. Brian previously worked as a financial advisor with Lincoln Financial Advisors Corporation.

Firm Information

Brian Franklin is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Franklin’s Registration & Firm History

VA

01/04/2017 - Present

Navy Federal Investment Services, LLC (CHESAPEAKE VA)

VA

05/13/2015 - 08/22/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (Virginia Beach VA)

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Licenses & Designations

BOTH

Issued 07/09/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Franklin.
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