Francisco Navarro (CRD# 7380195) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Port Saint Lucie, FL and has over 2 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 5575170
Edward Jones
CRD# 6980780
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Bank N.a. | Port Saint Lucie, FL | May 2021 - Current | 3 |
| Td Private Client Wealth LLC | Port Saint Lucie, FL | May 2021 - Current | 3 |
| Td Bank N.a. | Fort Pierce, FL | Sep 2018 - May 2021 | 2 |
| Us Health Advisors | Port Saint Lucie, FL | May 2018 - Sep 2018 | < 1 |
| Infinite Management Solutions | Port Saint Lucie, FL | Jan 2018 - May 2018 | < 1 |
| Enterprise Rent-a-car | Stuart, FL | Feb 2016 - Jan 2018 | 1 |
| Seacoast Bank | Stuart, FL | Sep 2014 - Feb 2016 | 1 |
| Unemployed | Port Saint Lucie, FL | Jun 2014 - Sep 2014 | < 1 |
| Pnc Bank | Tampa, FL | Feb 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- FL
-
Total Assets Under Management12,265MILLIONS
-
Total Number of Accounts16,422ACCOUNTS
-
Average Account Value$746,855
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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 derived from SEC.gov data covering 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.
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.