Brian Zachary Evans
Investment adviser representative at Navy Federal Investment Services, LLC
13 yearsExperience
2 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
13 years in the industry.
- Navy Federal Investment Services, LLCJun 2025 to now
- Navy Federal Financial Group, LLCJun 2025 to now
- Wells Fargo Bank, NAApr 2023 to May 2025
- Wells Fargo Clearing Services, LLCApr 2023 to May 2025
- Equitable Advisors, LLCJul 2022 to Mar 2023
- The Home DepotMay 2020 to Oct 2022
- James Madison UniversityAug 2019 to May 2022
- Massanutten ResortAug 2019 to May 2020
- Culpeper HospitalMay 2018 to Aug 2019
- Germanna Community CollegeMay 2018 to Aug 2019
- George Mason Call CenterApr 2018 to May 2018
- George Mason UniversityAug 2017 to May 2018
- UnemployedJun 2017 to Aug 2017
- Martin's Grocery StoreMar 2015 to May 2017
- Eastern View High SchoolJul 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (VA, WV).
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
- 7596054
- Firm CRD
- 138459