Travis Ryan Dixon
Investment adviser representative at Navy Federal Investment Services, LLC
12 yearsExperience
5 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
12 years in the industry.
- Navy Federal Investment Services, LLCAug 2025 to now
- Navy Federal Financial Group, LLCAug 2025 to now
- UnemployedJun 2025 to Aug 2025
- Madison Avenue SecuritiesMay 2024 to Jun 2025
- Mirau Capital Management LLCMay 2024 to Jun 2025
- J.P. Morgan Chase Bank, N.A.Nov 2020 to May 2024
- J.P. Morgan Securities, LLCNov 2020 to May 2024
- Nylife Securities, LLCNov 2014 to Nov 2020
- New York Life Insurance CompanyJun 2014 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 5 states (AZ, CO, NM, NV, 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
- 6347123
- Firm CRD
- 138459