Max Lionel Molina
Investment adviser representative at Navy Federal Investment Services, LLC
8 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
8 years in the industry.
- Navy Federal Investment Services, LLCSep 2024 to now
- Navy Federal Financial Group, LLCSep 2024 to now
- Bankers Life & Casualty, IncMar 2024 to Sep 2024
- Bankers Life Advisory Services, IncMar 2024 to Sep 2024
- Bankers Life Securities, IncMar 2024 to Sep 2024
- MML Investors Services, LLCMay 2023 to Feb 2024
- Massmutual Life Insurance CoJan 2023 to Mar 2024
- UnemployedAug 2022 to Apr 2023
- Loan SimpleApr 2022 to Aug 2022
- Cardinal Financial Company, Limited PartnershipJun 2020 to Mar 2022
- City Lending Inc.Jun 2019 to Jun 2020
- UnemployedFeb 2019 to Jun 2019
- Cityworth Mortgage LLCJul 2018 to Feb 2019
- Mid-island Mortgage CorpNov 2017 to Jul 2018
- Firebirds Wood Fired GrillJan 2017 to Oct 2018
- Berkley Net Underwriters LLCMar 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7730596
- Firm CRD
- 138459