Navion Financial Advisors, LLC

Navion Financial Advisors, LLC (CRD# 147510) is a financial advisory firm headquartered in Davis, CA. They manage $48,118,925 in 367 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    367
    ACCOUNTS
  • Average Account Value
    $131,114
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC, NH

Financial Advisors at Navion Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Steven B. Anderson
CRD#: 5118476
355 Second Street, Suite B, Davis, CA 95616
96
Wealthminder
score

Steven Anderson (CRD# 5118476) is an Investment Advisor Representative working at Navion Financial Advisors, LLC in Davis, CA and has over 10 years of experience in the finance industry. Steven Anderson 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.

2
Joel A. Larsen
CRD#: 2074004
355 Second Street, Suite B, Davis, CA 95616
96
Wealthminder
score

Joel Larsen (CRD# 2074004) is an Investment Advisor Representative working at Navion Financial Advisors, LLC in Davis, CA and has over 26 years of experience in the finance industry. Joel Larsen 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.

3
Eric J. Wais
CRD#: 1485685
355 Second Street, Suite B, Davis, CA 95616
93
Wealthminder
score

Eric Wais (CRD# 1485685) is an Investment Advisor Representative working at Navion Financial Advisors, LLC in Davis, CA and has over 30 years of experience in the finance industry.

4
Clive Watsonlocal
CRD#: 1098539
355 Second Street, Suite B, Davis, CA 95616
93
Wealthminder
score

Clive Watsonlocal (CRD# 1098539) is an Investment Advisor Representative working at Navion Financial Advisors, LLC in Davis, CA and has over 33 years of experience in the finance industry.

5
Larry G. Ulsh
CRD#: 5555651
355 Second Street, Suite B, Davis, CA 95616
83
Wealthminder
score

Larry Ulsh (CRD# 5555651) is an Investment Advisor Representative working at Navion Financial Advisors, LLC in Davis, CA and has over 8 years of experience in the finance industry.

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