John Navarro, financial advisor Colleyville TX

John Navarro

CRD Number: 1286234
Current Firm: Lincoln Financial Advisors Corporation

John Navarro (CRD# 1286234) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Colleyville, TX and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Addison, TX Jun 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2006
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for John Navarro
Phone Number: 800-237-3813
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    32,603
    MILLIONS
  • Total Number of Accounts
    98,199
    ACCOUNTS
  • Average Account Value
    $332,005
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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