Douglas Reifel (CRD# 7196789) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in North Richland Hills, TX and has over 4 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navigo Wealth Management, LLC | Sugar Land, TX | Nov 2019 - Current | 4 |
| Rice University | Houston, TX | Jan 2019 - Current | 5 |
| Bp | Houston, TX | Jan 2016 - Dec 2018 | 2 |
| Bp | Houston, TX | Jan 2015 - Dec 2015 | < 1 |
| Bp | London, | Jun 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- TX
-
Total Assets Under Management108MILLIONS
-
Total Number of Accounts543ACCOUNTS
-
Average Account Value$198,293
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, LA, OK, TX
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