Benjamin Navarro, financial advisor Montclair CA
61 score

Benjamin Navarro

CRD Number: 1986440
Current Firm: Allstate Financial Advisors, LLC

Benjamin Navarro (CRD# 1986440) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Montclair, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Co Montclair, CA Jun 2014 - Current 2
Evergreen Realty Upland, CA Feb 2012 - Current 4
Securian Financial Services, Inc. St Paul, MN Mar 2012 - Jun 2014 2
Minnesota Life Insurance Company St Paul, MN Mar 2012 - Jun 2014 2
Tax And Financial Group Newport Beach, CA Mar 2012 - Jun 2014 2
Variable Investment Advisors, Inc. Corona, CA Jan 2011 - Mar 2012 1
Securian Financial Services St Paul, MI Feb 2012 - Feb 2012 < 1
Tax And Financial Group Newport Beach, CA Feb 2012 - Feb 2012 < 1
Navarro Insurance Agency Corona, CA Oct 2009 - Jan 2011 1
Sammons Securities Company, LLC Ann Arbor, MI Jan 2003 - Nov 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Benjamin Navarro
Phone Number: 847-402-5296
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
61

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