RBC Capital Markets
46yrs
Top advisor by experience in Vienna
28yrs
Patrick Terrell
Full name on record: Patrick Anthony Terrell
Financial advisor at Navy Federal Investment Services
Based in Vienna, Virginia, Patrick Terrell is a fiduciary financial advisor with 28 years of industry experience. Patrick has been with Navy Federal Investment Services since 2023; before that, Patrick spent a year at Charles Schwab & CO. and three years at USAA Investment Services. Patrick holds the CFP® designation.
One of 618 advisors with offices in Vienna, and one of 595 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 8% by experience at Navy Federal Investment Services
Office1007 Electric Ave, Vienna, VA 22180
How the firm is paid ?Percent of assets
Typical client at the firm ?$282,883
Advisors at the firm162
States licensed ?1 state
Services through Navy Federal Investment Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowNavy Federal Investment Services, LLCCurrent firm
- Aug 2022 – Jun 2023Charles Schwab & CO., Inc.Previously
- 2018 – 2021USAA Investment Services CompanyPreviously
- 2008 – 2018USAA Financial Planning ServicesPreviously
- 1999 – 2008USAA Investment Services CompanyPreviously
Contact Patrick
(703) 206-1517Navy Federal Investment Services main office 1007 Electric AveVienna, VA 22180Office · Get directions Firm websitewww.navyfederal.org/investment-services
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Navy Federal Investment Services at (703) 206-1517 and ask for Patrick Terrell. Patrick works from the Vienna, VA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1999, about 28 years. Top 8% by experience at Navy Federal Investment Services.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Navy Federal Investment Services reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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