Navigate Wealth Management, LLC
Navigate Wealth Management, LLC (CRD# 173770) is a financial advisory firm headquartered in Birmingham, AL. They manage $42,803,605 in 112 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management43MILLION
Total Number of Accounts112ACCOUNTS
Average Account Value$382,175
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Carl Grahs (CRD# 4817261) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has over 13 years of experience in the finance industry.
Caleb Hopkins (CRD# 5847819) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has 1 year of experience in the finance industry. Caleb Hopkins 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.