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Christel Lee Walker

Navigo Wealth Management, LLC

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About Christel Lee Walker

Christel Lee Walker is a registered investment advisor representative with Navigo Wealth Management, LLC. Christel has been in the financial services industry since 2008. She is registered in Oklahoma and Texas. Christel previously worked at RBC Capital Markets, LLC and Wells Fargo Advisors, LLC. Christel holds the Series 7, Series 66 and SIE licenses. Christel specializes in financial planning and portfolio management. She works with individual clients and businesses. Christel also has a role as a beauty consultant with Mary Kay and as a solicitor for Rex Gold Partners.

Firm Information

Christel Walker is currently registered with Navigo Wealth Management, LLC. Navigo Wealth Management, LLC is an investment advisory firm with 6 investment adviser representatives. They offer financial planning and portfolio management services to individuals and businesses. The firm has regulatory assets under management of $107,673,318, including $105,096,577 in discretionary assets and $2,576,741 in non-discretionary assets.

$107.67M

Assets Under Management

Not reported

Total Clients

6

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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financial planning services

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

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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.

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fixed fees

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

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percentage of assets

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

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Christel Walker’s Registration & Firm History

TX

04/28/2016 - Present

Navigo Wealth Management, LLC (NORTH RICHLAND HILLS TX)

TX

05/28/2014 - 04/12/2016

RBC CAPITAL MARKETS, LLC (SUGAR LAND TX)

TX

01/03/2011 - 05/30/2014

WELLS FARGO ADVISORS, LLC (MISSOURI CITY TX)

TX

03/05/2008 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 04/22/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christel Lee Walker.
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