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Christel Lee Walker

Navigo Wealth Management, LLC

North Richland Hills, TX

Pearland, TX

CRD 5476319

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Employer firm

Navigo Wealth Management, LLC CRD 146265

$130M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Navigo Wealth Management, Llc

North Richland Hills, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-04-28
  • TX RA
    APPROVED
    Since 2016-04-28

Branch Locations

North Richland Hills, TX • United States

Pearland, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Navigo Wealth Management, Llc Sugar Land TX 04/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-22
  • S66 Uniform Combined State Law Examination
    2008-04-22
Designations
  • Certified Financial Planner
Other Names
  • Christel Lee Leger

View on SEC IAPD

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