Marie A. Navarre
Professional summary
Marie Antoinette Navarre, CFP®, who also goes by Toni Bishop, Toni N Johnson, Marge Marie Antoinette Navarre, Toni Navarre, is a registered financial advisor currently at NEAL FINANCIAL GROUP, L.P. located in Houston, Texas.
Marie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Marie has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marie Antoinette Navarre's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
March 21, 2003 - Present
NEAL FINANCIAL GROUP, L.P.
Office #1: 1770 St. James Place Suite 360, Houston, TX 77056Office #2: 105 E. Main St. Suite 104, Brenham, TX 77833August 23, 2002 - June 12, 2025
LPL FINANCIAL LLC
August 22, 2002 - June 12, 2025
LPL FINANCIAL LLC
June 9, 1998 - July 16, 2002
EQUITABLE ADVISORS, LLC
June 7, 1998 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
June 7, 1998 - July 16, 2002
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/21/2003)
Exams
Current Firm
NEAL FINANCIAL GROUP, L.P.
CRD#: 124112 / SEC#:
Contact information
Red Flags
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