Navigate Wealth Management, LLC
Navigate Wealth Management, LLC (CRD# 173770) is a financial advisory firm headquartered in Birmingham, AL. They manage $294,469,433 in 679 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management294MILLION
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Total Number of Accounts679ACCOUNTS
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Average Account Value$433,681
- 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
AL, LA, TN, TX
James Burnett (CRD# 4701527) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Carl Grahs (CRD# 4817261) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has over 19 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.
Steven Lind (CRD# 6028410) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Mary Livingston (CRD# 5704906) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has over 12 years of experience in the finance industry.
Reuben Stewart (CRD# 2416784) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has over 30 years of experience in the finance industry.