Laura Navarro, financial advisor Westlake Village CA

Laura Navarro

CRD Number: 4267888
Current Firm: Manchester Financial Inc.

Laura Navarro (CRD# 4267888) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 20 years of experience in the finance industry. Laura Navarro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Galt Financial Group, Inc. Westlake Village, CA Jun 2016 - Current 4
Manchester Financial, Inc. Westlake Village, CA Mar 2015 - Current 5
Unemployed Camarillo, CA Jun 2014 - Mar 2015 < 1
Woodbury Financial Services Woodbury, MN Nov 2005 - Jun 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Laura J. Navarro
Phone Number: 805-495-4405
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    758
    MILLIONS
  • Total Number of Accounts
    2,319
    ACCOUNTS
  • Average Account Value
    $326,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, ID, NC, NH, NV, NY, OR, TX, WA

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