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Brian F

ChFC®, Series 66

Chesapeake, VA

Navy Federal Investment Services, LLC

Brian Franklin is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® and Series 66 designations and having 11 years of industry experience. He has worked at Navy Federal entities since 2016 and spent one year at Osaic FA, Inc. Outside of advising, he maintains a real estate rental property in Virginia Beach, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm primarily offers managed advisory programs utilizing third-party portfolio managers, financial planning, and retirement-plan fiduciary services, combining advisory and commission-based channels within its banking and credit-union affiliated structure.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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