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Joshua Jorge anthony Porras

Navy Federal Investment Services, LLC

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About Joshua Jorge anthony Porras

Joshua Porras is an investment advisor representative with Navy Federal Investment Services, LLC. Joshua has been in the industry since March 22, 2017 and has held registrations in various states. Joshua has experience with Navy Federal Credit Union. Joshua also has experience with Independent Financial Group, LLC. Joshua is Series 66, Series 7 and SIE licensed. Joshua has specializations in portfolio management for individuals, portfolio management for businesses, selection of other advisers, educational seminars and financial planning.

Firm Information

Joshua Porras 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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Joshua Porras’s Registration & Firm History

CA

07/19/2024 - Present

Navy Federal Investment Services, LLC (San Diego CA)

CA

05/04/2015 - 04/21/2018

INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 10/13/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Jorge anthony Porras.
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