Tina R. Haines -anglin

NAVY FEDERAL INVESTMENT SERVICES

Stafford, VA 22554

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CRD#: 5635842

Professional summary

Tina Renee Haines -anglin, who also goes by Tina R Anglin, Tina Renee Anglin, Tina Anglin, Tina R Haines, is a registered financial advisor currently at NAVY FEDERAL INVESTMENT SERVICES, LLC located in Stafford, Virginia.

Tina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Tina has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tina R Anglin | Tina Renee Anglin | Tina Anglin | Tina R Haines

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tina Renee Haines -anglin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Tina Renee Haines -anglin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 26, 2022 - Present

NAVY FEDERAL INVESTMENT SERVICES, LLC

Office #1: 100 Corporate Drive, Stafford, VA 22554

RIA

CRD#: 138459

Stafford, VA

Current

January 26, 2022 - Present

NAVY FEDERAL INVESTMENT SERVICES, LLC

Office #1: 100 Corporate Drive, Stafford, VA 22554

RIA

CRD#: 138459

Stafford, VA

Past

January 8, 2020 - January 28, 2022

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

Stafford, VA

Past

January 8, 2020 - January 28, 2022

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

STAFFORD, VA

Past

June 27, 2019 - November 27, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

STAFFORD, VA

Past

May 9, 2019 - November 27, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

STAFFORD, VA

Past

October 1, 2012 - March 20, 2019

J.P. MORGAN SECURITIES LLC

CRD#: 79

PEORIA, IL

Past

February 11, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHAMPAIGN, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NAVY FEDERAL INVESTMENT SERVICES, LLC

NAVY FEDERAL BROKERAGE SERVICES LLC | NAVY FEDERAL INVESTMENT SERVICES, LLC | NAVY FEDERAL BROKERAGE SERVICES, LLC

CRD#: 138459 / SEC#: 801-68067, 8-67161

RIA

Registered Investment Advisory firm - SEC (6/21/2007 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(12/17/2024)

IAR

Arizona
(12/17/2024)

District of Columbia
(11/17/2023)

IAR

District of Columbia
(11/30/2023)

Florida
(2/16/2022)

IAR

Florida
(4/20/2022)

Georgia
(4/3/2025)

IAR

Georgia
(4/3/2025)

Hawaii
(1/10/2023)

IAR

Hawaii
(1/27/2023)

Maryland
(3/20/2024)

IAR

Maryland
(3/26/2024)

New York
(6/25/2025)

IAR

New York
(6/25/2025)

Oklahoma
(8/12/2024)

IAR

Oklahoma
(8/12/2024)

Virginia
(1/26/2022)

IAR

Virginia
(1/26/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/26/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/19/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/29/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/10/2009

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

NAVY FEDERAL INVESTMENT SERVICES, LLC

NAVY FEDERAL BROKERAGE SERVICES LLC | NAVY FEDERAL INVESTMENT SERVICES, LLC | NAVY FEDERAL BROKERAGE SERVICES, LLC

CRD#: 138459 / SEC#: 801-68067, 8-67161

RIA

Registered Investment Advisory firm - SEC (6/21/2007 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

1007 Electric Ave, Vienna, VA 22180

Mailing Address

1007 Electric Ave, Vienna, VA 22180

Phone number

(877) 221-8108

Established

Virginia since 09/06/2005

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

176

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

NFIS 2A DISCLOSURE BROCHURE (3/28/2025)

Direct owners and executive officers

Name	Position	CRD#
NAVY FEDERAL FINANCIAL GROUP	OWNER
ROSSON, TIMOTHY DAVID	FINOP / PRINCIPAL FINANACIAL OFFICER	7152744
WEISBERG, STEVEN LESLIE	CHIEF COMPLIANCE OFFICER / VP COMPLIANCE, LEGAL & RISK & OPERATIONS	6268061
YOUNG, DIANE	CHIEF OPERATING OFFICER	3098010

Regulatory assets under management

Total Number of Accounts	7,472
AUM (Assets Under Management)	$ 1,713,608,579

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Tina R. Haines -anglin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tina Renee Haines -anglin's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Tina Renee Haines -anglin's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAVY FEDERAL INVESTMENT SERVICES, LLC

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

NAVY FEDERAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/26/2019

Series 63

Date: 2/19/2009

Series 7TO

Date: 5/29/2019

SIE

Date: 10/1/2018

Series 6

Date: 2/10/2009

FINRA

Current Firm

NAVY FEDERAL INVESTMENT SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

NAVY FEDERAL INVESTMENT SERVICES, LLC

TRUST BUT VERIFY

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