Unclaimed Profile

Diane Young

NAVY FEDERAL INVESTMENT SERVICES, LLC·VIENNA, Virginia

SIE, Series 7, Series 24, Series 66, Series 99TOClean record17 years registeredNAVY FEDERAL INVESTMENT SERVICES, LLC

1007 ELECTRIC AVE, VIENNA, VA 22180CRD# 3098010Firm CRD# 138459

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Diane Young · VIENNA, VA

Registration

CRD #3098010 · NAVY FEDERAL INVESTMENT SERVICES, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NAVY FEDERAL INVESTMENT SERVICES, LLC

E*TRADE CAPITAL MANAGEMENT, LLC

May 2012 – Feb 2015

NEW YORK, NY

AMERIVEST INVESTMENT MANAGEMENT, LLC

Jul 2009 – Nov 2010

JERSEY CITY, NJ

TD AMERITRADE, INC.

Jul 2009 – Nov 2010

JERSEY CITY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · July 2, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NAVY FEDERAL INVESTMENT SERVICES, LLC

CRD 138459 · SEC 801-68067

AUM

$1.5B

Regulatory assets under management

Employees

151

6,072 client accounts

Services offered by NAVY FEDERAL INVESTMENT SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NAVY FEDERAL INVESTMENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Diane Young offer?

Diane Young specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Diane Young's credentials?

Diane Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diane Young located?

Diane Young is based in VIENNA, Virginia, last registered with NAVY FEDERAL INVESTMENT SERVICES, LLC.

How does Diane Young charge for services?

Diane Young's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NAVY FEDERAL INVESTMENT SERVICES, LLC?

NAVY FEDERAL INVESTMENT SERVICES, LLC has approximately 151 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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