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Louis Gene Navellier

Navellier & Associates Inc.

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About Louis Gene Navellier

Louis Navellier is a registered Investment Advisor Representative with Navellier & Associates Inc. Louis has been in the industry since July 1987 and holds the Series 2, Series 6, Series 24, Series 26, Series 63 and Series 65 licenses. Louis' firm specializes in portfolio management for individuals and businesses. Louis also provides educational seminars. Louis has held previous positions with IFS Fund Distributors, Inc. and InvestorPlace Media.

Firm Information

Louis Navellier is currently registered with Navellier & Associates Inc.. Navellier & Associates Inc. is an investment advisor based in Reno, Nevada. The firm provides portfolio management services to individuals, corporations, and other businesses. They also offer educational seminars and UIT (AAM) services. With over $973 million in regulatory assets under management, Navellier & Associates Inc. caters to high-net-worth individuals, corporations, and other businesses. The firm's website address is HTTP://WWW.NAVELLIER.COM.
Navellier & Associates Inc.

ONE E. LIBERTY, SUITE 504

RENO, NV 89501-2107

$973.80M

Assets Under Management

Not reported

Total Clients

13

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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uit

Uit

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Louis Navellier’s Registration & Firm History

NV

12/19/2023 - Present

Navellier & Associates Inc. (RENO NV)

NV

11/13/2006 - 11/30/2009

IFS FUND DISTRIBUTORS, INC. (RENO NV)

NV

12/13/1993 - 11/01/2006

NAVELLIER SECURITIES CORP. (RENO NV)

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Licenses & Designations

BC

Issued 03/14/1994

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/23/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/1993

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/09/1991

Series 24 - General Securities Principal Examination

BC

Issued 07/06/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/12/1988

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Louis Gene Navellier. Review regulatory record here.
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