Luis Navarro, financial advisor El Paso TX
93 score

Luis Navarro

CRD Number: 1805076
Current Firm: Valic Financial Advisors, Inc.

Luis Navarro (CRD# 1805076) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in El Paso, TX and has over 28 years of experience in the finance industry.

Similar Advisors
Billy Defrance, financial advisor El Paso TX
Billy R. Defrance
CRD# 4888322
Lauterbach Financial Advisors, LLC
Score
103
Similar Advisors
James Butler, financial advisor El Paso TX
James S. Butler
CRD# 5146584
Wells Fargo Advisors, LLC
Score
96
Similar Advisors
Milner Carballo, financial advisor El Paso TX
Milner E. Carballo
CRD# 2457432
First Allied Advisory Services, Inc.
Score
96
Company Name Location Dates Years
Swbc Investment Services LLC San Antonio, TX Jun 2014 - Current 2
Swbc Investment Company San Antonio, TX Jun 2014 - Current 2
Valic Financial Advisors Austin, TX Aug 2010 - Current 6
Allstate Insurance Co El Paso, TX Apr 2010 - Aug 2010 < 1
Retired El Paso, TX Jul 2009 - Apr 2010 < 1
Cuna Brokerage Services, Inc. Waverly, IA Oct 2002 - Jul 2009 6
Cuna Mutual Life Ins Co Waverly, IA Oct 2002 - Jul 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
S66 NASAA Uniform Combined State Law Examination Oct 2003
Contact Info for Luis H. Navarro
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Luis Navarro and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.