AdFi
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Graham Goeddel

Investment Adviser Representative at NAVY FEDERAL INVESTMENT SERVICES, LLC

JACKSONVILLE, FLCRD #4526606Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
12 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 12 states
CaliforniaFloridaGeorgiaKansasMarylandMississippiNew YorkNorth CarolinaOhioPennsylvaniaVirginiaWashington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/16/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 6/5/2007
Series 7
General Securities Representative Examination
Passed 6/18/2002

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
2/1/2010JACKSONVILLE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
6/19/200211/9/2006JACKSONVILLE, FL
MORGAN STANLEY SMITH BARNEY
6/1/20091/8/2010JACKSONVILLE, FL
MORGAN STANLEY & CO. INCORPORATED
5/7/20076/1/2009JACKSONVILLE, FL

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. Graham Goeddel 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.