Patrick Anthony Terrell
Investment adviser representative at Navy Federal Investment Services, LLC
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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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
27 years in the industry.
- Navy Federal Investment Services, LLCJun 2023 to now
- Navy Federal Financial Group, LLCJun 2023 to now
- Charles Schwab & Co., Inc.Aug 2022 to Jun 2023
- Charles Schwab Bank, SsbAug 2022 to Jun 2023
- USAA Life Insurance CompanyDec 2020 to Jul 2022
- USAA Financial Planning ServicesJul 2008 to Dec 2020
- USAA Financial Advisors, Inc.Aug 2007 to Jun 2020
- USAAFeb 1999 to Jul 2022
- USAA Investment Services CompanyFeb 1999 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 3194138
- Firm CRD
- 138459