linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Chris D Davies

Navigation Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chris? Claim Your Profile

About Chris D Davies

Chris Davies is an active Investment Advisor Representative with Navigation Wealth Management. Chris has been in the industry since 2014 and has been registered as an Investment Advisor Representative since 2016. Chris holds Series 6, 63, and 65 licenses. Previously, Chris worked at SIGMA FINANCIAL CORPORATION. Chris specializes in Financial Planning, Pension Consulting, and Educational Seminars.

Firm Information

Chris Davies is currently registered with Navigation Wealth Management. Navigation Wealth Management is a registered investment advisor headquartered in Fort Collins, Colorado. They offer financial planning, pension consulting, and educational seminars, as well as portfolio management for individuals and businesses. They manage approximately $127.7 million in assets for 1,470 accounts, primarily for individuals and corporations. The firm has 9 licensed agents and 10 investment advisor representatives.
Navigation Wealth Management

2038 CARIBOU DRIVE

FORT COLLINS, CO 80525

$127.75M

Assets Under Management

Not reported

Total Clients

10

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chris Davies’s Registration & Firm History

CO

01/01/2025 - Present

Navigation Wealth Management (FORT COLLINS CO)

CO

08/12/2014 - 03/02/2016

SIGMA FINANCIAL CORPORATION (FORT COLLINS CO)

Not sure if Chris D Davies is right for you?

Licenses & Designations

IA

Issued 11/16/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/15/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chris D Davies.
Not sure if Chris D Davies is right for you?