Laura Jo Navarro

CFP

Manchester Financial INC

23 Years of Experience

May Earn CommissionSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Manchester Financial INC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,007 clients

Average Client Portfolio

$940K average

Assets Under Management

$946.8M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

2815 Townsgate Road, Suite 100, Westlake Village, CA, 91361

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Laura is an independent licensed insurance agent since 2000, selling life, health & accident, variable life, and variable annuity insurance products.

Employment History

Current Registrations

Manchester Financial INC

June 2015 - Present · 10 yrs 8 mos

Previous Registrations

Galt Financial Group, INC.Broker

September 2016 - November 2016 · 2 mos

Woodbury Financial Services, INC.Broker

November 2005 - July 2014 · 8 yrs 8 mos

AXA Advisors, LLCBroker

June 2005 - November 2005 · 5 mos

Mony Securities CorporationBroker

March 2002 - June 2005 · 3 yrs 3 mos

AXA Advisors, LLCBroker

October 2000 - February 2001 · 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.