Norberto Mauricio Carmona
Investment adviser representative at Navy Federal Investment Services, LLC
11 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
11 years in the industry.
- Navy Federal Investment Services, LLCMay 2025 to now
- Navy Federal Financial Group, LLCMay 2025 to now
- Cuso Financial Services, LPMay 2024 to May 2025
- Wescom Financial Services, LLCMay 2024 to May 2025
- Schoolsfirst Federal Credit UnionJul 2022 to May 2025
- LPL Financial LLCJul 2022 to May 2024
- JP Morgan Chase & CoDec 2019 to Jun 2022
- Cricket WirelessJul 2019 to Dec 2019
- AmazonMay 2019 to Jul 2019
- University of California, RiversideSep 2017 to Jun 2022
- Lexus of RiversideApr 2017 to May 2019
- US Army ReserveMay 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7597182
- Firm CRD
- 138459