Teresa E King
Investment adviser representative at Navy Federal Investment Services, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Navy Federal Investment Services, LLCSep 2025 to now
- Kings Crown Elite Ventures, LLCSep 2025 to now
- Navy Federal Financial Group, LLCSep 2025 to now
- Nobles & Richards, IncAug 2024 to Sep 2025
- Fourstar Wealth Advisors LLCMay 2023 to Sep 2025
- Integrated Wealth Concepts, LLCApr 2021 to May 2023
- LPL Financial, LLCApr 2021 to May 2023
- UnemployedMar 2021 to Mar 2021
- Edward JonesJun 2019 to Feb 2021
- UnemployedJan 2019 to May 2019
- Jps Health NetworkMar 2013 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 7119860
- Firm CRD
- 138459