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Richard Jaime Garcia

Navy Federal Investment Services, LLC

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About Richard Jaime Garcia

Richard Jaime Garcia is a financial advisor with Navy Federal Investment Services, LLC. Richard has been in the financial industry since August 7, 2008 and has a broad range of experience in various financial services. Richard holds a Series 7, Series 63, and Series 65 license. Richard also has a SIE license and has worked with numerous companies in the industry prior to joining Navy Federal Investment Services, LLC. Richard is registered to offer investment advice in Colorado.

Firm Information

Richard Garcia 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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Richard Garcia’s Registration & Firm History

VA

01/02/2025 - Present

Navy Federal Investment Services, LLC (Vienna VA)

NJ

11/01/2013 - 03/31/2019

CIM SECURITIES, LLC (WALL TOWNSHIP NJ)

CO

03/13/2008 - 03/08/2012

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

CO

02/13/2008 - 03/10/2008

AXA ADVISORS, LLC (DENVER CO)

CO

11/13/2006 - 01/15/2008

CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)

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Licenses & Designations

IA

Issued 04/19/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Jaime Garcia.
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