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Benjamin Navarro

Allstate Financial Advisors, LLC

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About Benjamin Navarro

Benjamin Navarro has been a financial advisor for over 30 years and is currently registered with Allstate Financial Advisors, LLC. Benjamin has experience working with individuals, and has experience working with clients in California, Alaska, Georgia, and other states. Benjamin has expertise in portfolio management for individuals.

Firm Information

Benjamin Navarro is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Third party advisory fees

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Benjamin Navarro’s Registration & Firm History

CA

06/24/2014 - Present

Allstate Financial Advisors, LLC (MONTCLAIR CA)

CA

03/21/2012 - 06/09/2014

SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)

SD

03/01/2011 - 03/08/2012

VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)

CA

01/28/2003 - 11/12/2009

SAMMONS SECURITIES COMPANY, LLC (CORONA CA)

CA

10/05/2001 - 12/09/2002

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

VT

06/08/2001 - 10/12/2001

EQUITY SERVICES, INC. (MONTPELIER VT)

CA

07/26/1999 - 06/05/2001

THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)

AZ

06/23/1992 - 07/02/1999

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

MN

09/21/1989 - 06/25/1992

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

IA

Issued 12/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/1996

Series 24 - General Securities Principal Examination

BC

Issued 12/27/1991

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1994

Series 7 - General Securities Representative Examination

BC

Issued 09/12/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Benjamin Navarro. Review regulatory record here.
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