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Tommy Burrell Davis

Navy Federal Investment Services, LLC

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About Tommy Burrell Davis

Tommy Burrell Davis is a registered investment advisor with Navy Federal Investment Services, LLC. Tommy has been in the securities industry since 2013, and is registered to provide investment advice in Delaware, District of Columbia, Maryland, Minnesota and Virginia. Tommy is affiliated with Navy Federal Investment Services, LLC in Vienna, VA. Tommy also has previous experience with Northwestern Mutual Investment Services, LLC.

Firm Information

Tommy Davis 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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Tommy Davis’s Registration & Firm History

VA

12/11/2017 - Present

Navy Federal Investment Services, LLC (Vienna VA)

VA

03/28/2013 - 12/01/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MC LEAN VA)

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Licenses & Designations

BOTH

Issued 07/26/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tommy Burrell Davis.
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