Nicholas C Wilson
Investment adviser representative at Navy Federal Investment Services, LLC
12 yearsExperience
24 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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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 Financial Group, LLCAug 2022 to now
- Navy Federal Investment Services, LLCAug 2022 to now
- Navy Federal Credit UnionMay 2022 to Aug 2022
- United BankJun 2021 to Aug 2021
- Bass Pro ShopsSep 2020 to May 2022
- University of South AlabamaAug 2020 to Jul 2022
- Coastal Alabama Community CollegeAug 2018 to May 2020
- Robertsdale High SchoolMay 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 24 states (AK, AL, CA, CO, DC, DE, FL, GA, HI, IA, IL, KY, LA, MD, MO, NC, NJ, NV, NY, PA, SC, TX, VA, WA).
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
- 7614865
- Firm CRD
- 138459