Tyler Wade Lovett
Investment adviser representative at Navy Federal Investment Services, LLC
10 yearsExperience
27 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 Financial Group, LLCAug 2018 to now
- Navy Federal Investment Services, LLCAug 2018 to now
- Navy Federal Credit UnionNov 2017 to Aug 2018
- Tom James CompanyJun 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 27 states (AL, AZ, CA, CO, DE, FL, GA, HI, ID, IL, KY, MD, MI, MO, NC, NM, NV, OH, OK, OR, PA, SC, SD, TX, UT, 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
- 6205826
- Firm CRD
- 138459