William Richard Bowman
Investment adviser representative at Navy Federal Investment Services, LLC
16 yearsExperience
29 statesRegistered in
ChFC®Designation
$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
16 years in the industry.
- Navy Federal Financial Group,LLCAug 2010 to now
- Navy Federal Investment Services, LLCAug 2010 to now
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 29 states (AL, AZ, CA, CO, DC, DE, FL, GA, HI, IL, IN, KY, MD, ME, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TX, VA, WA).
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
- 4759243
- Firm CRD
- 138459