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Alejandra Navarro

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
9,157 clients
Average Client Portfolio
$346K average
Assets Under Management
$3.2B

Fee Structure

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Location

9285 Huntington Square, Suite H, North Richland Hills, TX, 76182

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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.

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Other Business ActivitiesSells Insurance

Alejandra works as a driver for Tracie McCormick Trucking, delivering US mail, dedicating a few hours per week to this activity. Alejandra is also a producer for Capital Choice Financial Services, selling life insurance and providing related services, which takes about a quarter of her time.

Employment History
Current Registrations
Corecap Advisors
February 2022 - Present · 4 yrs
Corecap Investments, LLCBroker
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Ameritas Investment CORP.Broker
June 2017 - November 2019 · 2 yrs 5 mos
Ccf Investments, INC.Broker
November 2014 - June 2017 · 2 yrs 7 mos
State Registrations7 states
CADCFLILNCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alejandra Navarro - Financial Advisor | TrueAdvisor