Benjamin Navarro (CRD# 1986440) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Montclair, CA and has over 33 years of experience in the finance industry.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Co | Montclair, CA | Jun 2014 - Current | 9 |
| Evergreen Realty | Upland, CA | Feb 2012 - Current | 12 |
| Securian Financial Services, Inc. | St Paul, MN | Mar 2012 - Jun 2014 | 2 |
| Minnesota Life Insurance Company | St Paul, MN | Mar 2012 - Jun 2014 | 2 |
| Tax And Financial Group | Newport Beach, CA | Mar 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management62MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
- Other
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