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Bryan Daniel Etheridge

Navy Federal Investment Services, LLC

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About Bryan Daniel Etheridge

Bryan Etheridge is a registered representative with Navy Federal Investment Services, LLC. Bryan is licensed in 31 states and the District of Columbia and holds the Series 7, Series 66, and SIE licenses. Bryan has worked in the financial services industry since 2019, previously working for Navy Federal Credit Union, the Florida Department of Corrections, and T-Mobile.

Firm Information

Bryan Etheridge 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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Bryan Etheridge’s Registration & Firm History

FL

11/15/2024 - Present

Navy Federal Investment Services, LLC (PENSACOLA FL)

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Licenses & Designations

BOTH

Issued 10/14/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan Daniel Etheridge.
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