Lane Richardson
Investment adviser representative at Navy Federal Investment Services, LLC
12 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
12 years in the industry.
- Navy Federal Investment Services, LLCSep 2026 to now
- Navy Federal Financial Group, LLCSep 2026 to now
- UnemployedMay 2026 to Sep 2026
- Quotient Wealth Partners LLCMar 2026 to May 2026
- UnemployedMar 2025 to Mar 2026
- Robinhood Markets, Inc.Feb 2024 to Mar 2025
- The Vanguard Group, Inc.Feb 2022 to Jan 2024
- UnemployedSep 2021 to Feb 2022
- Applied Consultants IncMay 2019 to Jan 2020
- University of North TexasAug 2017 to May 2020
- Christi Ann Estate Sale ServiceMay 2017 to Sep 2021
- Midland CollegeAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
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
- 7497591
- Firm CRD
- 138459