Tommy Burrell Davis
Investment adviser representative at Navy Federal Investment Services, LLC
14 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
14 years in the industry.
- Navy Federal Investment Services, LLCDec 2017 to now
- Navy Federal Financial Group, LLCDec 2017 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Dec 2017
- Northwestern Mutual Investment Services, LLCNov 2012 to Dec 2017
- Northwestern Mutual Life Insurance CompanyApr 2012 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 9 states (DC, DE, FL, MD, MN, NC, NJ, VA, WV).
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
- 6038192
- Firm CRD
- 138459