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Robert Gary Wilson

Navy Federal Investment Services, LLC

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About Robert Gary Wilson

Robert Gary Wilson is a financial advisor associated with Navy Federal Investment Services, LLC and is licensed in Texas. Robert has been in the industry for 6 years and has a Series 7 and Series 66 license. Robert has experience working with both high-net-worth individuals and individuals other than high-net-worth. Robert provides financial planning services, educational seminars, and selection of other advisors. Prior to working with Navy Federal Investment Services, LLC, Robert was previously employed by LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Robert Wilson 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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Robert Wilson’s Registration & Firm History

TX

09/05/2024 - Present

Navy Federal Investment Services, LLC (Houston TX)

TX

08/30/2021 - 04/24/2024

LPL FINANCIAL LLC (HOUSTON TX)

TX

11/27/2017 - 08/30/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 01/22/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Gary Wilson.
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