Vincent Lafata
Investment Adviser Representative at NAVY Federal Investment Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Vincent LaFata is an investment adviser representative with NAVY Federal Investment Services, LLC in Goodyear, AZ, where they have been registered since 2023. They have worked in the securities industry since 2021 and have been registered with 3 firms, including USAA Investment Services Company and Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona, California, Colorado, Nevada, and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, California, Colorado, Nevada, Texas
- Broker:
5 states and territories
Arizona, California, Colorado, Nevada, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesDec 2018 – Mar 2019Morgantown, WV
- United States ARMY ReserveNov 2011 – Nov 2019Kingwood, WV
- WEST Virginia UniversityJan 2013 – May 2018Morgantown, WV
- Edward JonesJun 2016 – Dec 2016Morgantown, WV
- Cunningham, Powell, & Alexander, CPA A.c.May 2017 – Aug 2017Morgantown, WV
- CASA D'amiciDec 2017 – Jun 2018Morgantown, WV
- UBERJun 2018 – Dec 2018Morgantown, WV
- LYFTJun 2018 – Dec 2024Scottsdale, AZ
- WEST Virginia UniversityDec 2015 – Oct 2017Morgantown, WV
- USAA Investment Services CompanyMar 2020 – Jul 2020Phoenix, AZ
- USAA Financial Advisors IncMar 2020 – Jun 2020Phoenix, AZ
- Strategic Staffing SolutionsMar 2020 – Jul 2020Phoenix, AZ
- UBERJun 2020 – Jan 2026Scottsdale, AZ
- Jpmorgan Chase BANK NASep 2020 – Sep 2021Scottsdale, AZ
- Jpmorgan Securities LLCSep 2020 – Sep 2021Scottsdale, AZ
- Edward JonesMar 2019 – Aug 2019Tempe, AZ
- Edward JonesSep 2019 – Feb 2020Morgantown, WV
- Navy Federal Financial Group, LLCJun 2023 – no end date reportedGoodyear, AZ
- Navy Federal Investment Services, LLCJun 2023 – no end date reportedGoodyear, AZ
- Family First LifeOct 2021 – Jun 2023Phoenix, AZ
- BiolifeMay 2023 – Jan 2026Phoenix, AZ
- AmazonMay 2023 – Jan 2026Phoenix, AZ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About NAVY Federal Investment Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $50,000
- First $250,0001.07%
- Next $250,0001.00%
- Next $500,0000.91%
- Next $1M0.82%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investments (including online portfolio management and investment tools and strategies), life insurance, and estate planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 159
- Offices listed on AdvisorFinder:
- 29
- Main office:
- Vienna, VA
- SEC file number:
- 801-68067
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at NAVY Federal Investment Services, LLC
Showing 12 of 159 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Vincent Lafata 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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