Unclaimed Profile

Xiaoning Han Gunn

NAVY FEDERAL BROKERAGE SERVICES, LLC·VIENNA, Virginia

SIE, Series 7, Series 27, Series 99TOClean recordNAVY FEDERAL BROKERAGE SERVICES, LLC

1007 ELECTRIC AVE, VIENNA, VA 22180CRD# 6636981Firm CRD# 138459

Profile Verification

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

Identity

Xiaoning Han Gunn · VIENNA, VA

Registration

CRD #6636981 · NAVY FEDERAL BROKERAGE SERVICES, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 27

Series 99TO

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 Xiaoning Han Gunn offer?

Xiaoning Han Gunn specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in VIENNA, Virginia for a consultation.

What are Xiaoning Han Gunn's credentials?

Xiaoning Han Gunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Xiaoning Han Gunn located?

Xiaoning Han Gunn is based in VIENNA, Virginia, working with NAVY FEDERAL BROKERAGE SERVICES, LLC. Their office serves clients in the VIENNA metropolitan area and surrounding communities.

How does Xiaoning Han Gunn charge for services?

Xiaoning Han Gunn'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 BROKERAGE SERVICES, LLC?

NAVY FEDERAL BROKERAGE 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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