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Robin L Caldwell

Navy Federal Investment Services, LLC

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About Robin L Caldwell

Robin L. Caldwell is an investment advisor representative at Navy Federal Investment Services, LLC. Robin has been in the financial industry since September 15, 2006. Robin has experience in financial planning, portfolio management for businesses and individuals, and educational seminars. Robin is registered with FINRA and the state of North Carolina, and also has a Series 66 license, a Series 53 license, a Series 24 license, a Series 99TO license, a Series 7 license and a SIE license.

Firm Information

Robin Caldwell 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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Robin Caldwell’s Registration & Firm History

NC

01/04/2017 - Present

Navy Federal Investment Services, LLC (South Mills NC)

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Licenses & Designations

BOTH

Issued 11/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/30/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robin L Caldwell.
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