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Bruce V Horng

Investment adviser representative at Navy Federal Investment Services, LLC
12 yearsExperience
9 statesRegistered in
$2.1BFirm assets
19 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

12 years in the industry.

  1. Navy Federal Investment Services, LLCJul 2024 to now
  2. Navy Federal Financial Group, LLCJul 2024 to now
  3. Pruco Securities, LLC.Apr 2014 to Jul 2024
  4. Prudential Insurance Company of AmericaApr 2014 to Jul 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 9 states (AL, FL, GA, MA, NC, NM, SC, VA, VT).

Navy Federal Investment Services, LLC

$2.1BAssets managed
7,424Clients
160Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2937278
Firm CRD
138459
Advisor's SEC record (opens in a new tab)
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