Samantha Abigail Felger
Investment adviser representative at Navy Federal Investment Services, LLC
10 yearsExperience
3 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, LLCOct 2021 to now
- Navy Federal Investment Services, LLCOct 2021 to now
- UnemployedJun 2021 to Oct 2021
- First Command Advisory ServicesApr 2020 to Jun 2021
- First Command Insurance ServicesApr 2020 to Jun 2021
- First Command Financial PlanningNov 2019 to Jun 2021
- Mariner FinanceAug 2019 to Dec 2019
- UnemployedDec 2018 to Aug 2019
- Mariner FinanceJun 2018 to Dec 2018
- Farmers National BankFeb 2017 to May 2018
- Full-time StudentAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NC, OH, 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
- 7198733
- Firm CRD
- 138459