Marco Navarro (CRD# 7403571) is an Investment Advisor Representative working at Protection Point Advisors in Seal Beach, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vinclair Corporation, Dba Vinclair Insurance Services | Seal Beach, CA | Dec 1998 - Current | 25 |
- CA
-
Total Assets Under Management548MILLIONS
-
Total Number of Accounts1,406ACCOUNTS
-
Average Account Value$389,974
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, MA, NY, OR, PA, TX, UT, VA
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