Navarrus Hale (CRD# 7242789) is an Investment Advisor Representative working at Sensible Money, LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sensible Money, LLC | Scottsdale, AZ | May 2022 - Current | 2 |
Thrivent Investment Management Inc. | Carmel, IN | Jun 2020 - May 2022 | 1 |
Thrivent Financial | Appleton, WI | Jun 2020 - May 2022 | 1 |
Unemployed | Greenwood, IN | Apr 2020 - Jun 2020 | < 1 |
Nifs | Indianapolis, IN | Aug 2018 - Apr 2020 | 1 |
Ymca | Indianapolis, IN | Aug 2017 - May 2019 | 1 |
Parcs | Indianapolis, IN | Aug 2017 - Aug 2018 | 1 |
Iupui | Fort Wayne, IN | Aug 2016 - Aug 2018 | 2 |
Best Buy | Fort Wayne, IN | Nov 2014 - Jan 2018 | 3 |
Ivy Tech | Fort Wayne, IN | Aug 2014 - Aug 2016 | 2 |
Kroger | Fort Wayne, IN | Jul 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2020 |
S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- IN
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Total Assets Under Management515MILLIONS
-
Total Number of Accounts1,221ACCOUNTS
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Average Account Value$422,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, GA, IL, IN, LA, MA, NC, NH, NJ, OH, PA, SC, TX, VA, WA
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