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Tommy Burrell Davis

Investment Adviser Representative at NAVY FEDERAL INVESTMENT SERVICES, LLC

Washington, DCCRD #6038192Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
9 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 9 states
DelawareDistrict of ColumbiaFloridaMarylandMinnesotaNew JerseyNorth CarolinaVirginiaWest Virginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/26/2013
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/27/2013

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
12/11/2017Washington, DC
NAVY FEDERAL INVESTMENT SERVICES, LLCCurrent
12/11/2017Bethesda, MD
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
10/29/201312/1/2017Mc Lean, VA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Tommy Burrell Davis 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.

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Tommy Burrell Davis - Financial Advisor in Washington, DC | AdvisorFinder