Rockville, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,100,125,394
ClientsTotal clients
7,424
AdvisorsAdvisors at this office
2
Of 161 advisors across 94 offices
Location
12250 Rockville Pike, Suite 280
Rockville MD 20852
Advisors at this office
2
Advisors at this office
Kevin R
ChFC®, Series 63, Series 65, Series 66
Rockville, MD
Navy Federal Investment Services, LLC
Kevin Reese is a financial advisor at Navy Federal Investment Services, LLC with 37 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Reese has been with Navy Federal-affiliated firms since 2006 in various roles across investment services and financial group entities. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product, utilizing third-party portfolio managers and model-driven strategies on the Envestnet platform.
Faress A
CFP®, Series 66
Rockville, MD
Navy Federal Investment Services, LLC
Faress Alakwaa is a CFP® professional with three years of industry experience currently serving at Navy Federal Investment Services, LLC. Prior to joining Navy Federal, he held positions at Morgan Stanley, Merrill, Bank of Montreal, and Questrade. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services, private wealth consulting, and a dual registration as both an SEC investment adviser and broker-dealer.
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