Diane Mcdonald Staples
Investment adviser representative at Navy Federal Investment Services, LLC
10 yearsExperience
11 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
10 years in the industry.
- Navy Federal Investment Services, LLCJan 2020 to now
- Navy Federal Financial Group, LLCJan 2020 to now
- Arkadios CapitalMar 2019 to Jan 2020
- Arkadios Wealth AdvisorsMar 2019 to Jan 2020
- Proximity Financial PartnersSep 2016 to Jan 2020
- Triad Advisors, Inc.Sep 2016 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 11 states (CO, FL, GA, HI, ME, NC, PA, SC, TX, 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
- 4674368
- Firm CRD
- 138459