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Thomas Edward Leechin

Navy Federal Investment Services, LLC

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About Thomas Edward Leechin

Thomas Edward Leechin is a registered representative with Navy Federal Investment Services, LLC. Thomas has been in the securities industry for over 23 years, with prior experience at T. Rowe Price Investment Services, Inc., Nations Financial Group, Inc., Medallion Equities, Inc. and The First American Investment Banking Corporation. Thomas is licensed in Florida and offers a variety of services including financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Thomas Leechin 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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Thomas Leechin’s Registration & Firm History

VA

01/04/2017 - Present

Navy Federal Investment Services, LLC (VIENNA VA)

FL

08/18/2005 - 05/15/2013

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

IA

01/14/2003 - 06/03/2005

NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)

GA

06/13/2001 - 01/02/2003

MEDALLION EQUITIES, INC. (MARIETTA GA)

FL

05/07/1998 - 06/22/2001

THE FIRST AMERICAN INVESTMENT BANKING CORPORATION (TAMPA FL)

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Licenses & Designations

BOTH

Issued 12/22/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/18/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Thomas Edward Leechin. Review regulatory record here.
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