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Andrea Lynn Mack

Investment Adviser Representative at NAVY FEDERAL INVESTMENT SERVICES, LLC

PENSACOLA, FLCRD #2937860Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/10/1998
Series 24
General Securities Principal Examination
Passed 9/30/2010
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 10/29/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/20/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/27/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $250,0001.07%
Next $250,0001.00%
Next $500,0000.91%
Next $1M0.82%
Over $2M0.68%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

NAVY FEDERAL INVESTMENT Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NAVY FEDERAL INVESTMENT SERVICES, LLCCurrent
1/12/2026PENSACOLA, FL
PRUCO SECURITIES CORPORATION
8/28/19975/20/1998NEWARK, NJ
OSAIC WEALTH, INC.
7/17/202411/25/2025Birmingham, AL
SECURIAN FINANCIAL SERVICES, INC.
6/10/19989/1/2022ST PAUL, MN
RIVERSOURCE DISTRIBUTORS, INC.
12/16/202212/6/2023MINNEAPOLIS, MN

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrea Lynn Mack has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Andrea Lynn Mack - Financial Advisor in PENSACOLA, FL | AdvisorFinder