EN
Eduardo Navarrete Gomez
SEQUENT PLANNING
EDINBURG, TX 78539
Some features on this profile are disabled
CRD#: 4559650
EN
Professional summary
Eduardo Navarrete Gomez, who also goes by Eddie Navarrete, Eduardo Navarrete, Eduardo Navarrete-gomez Jr, is a registered financial advisor currently at SEQUENT PLANNING, LLC located in Edinburg, Texas.
Eduardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Eduardo has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eddie Navarrete | Eduardo Navarrete | Eduardo Navarrete-Gomez Jr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) FINANCIAL ADVANTAGE CONSULTANTS - ENTITY FOR INSURANCE BUSINESS. INSURANCE AGENT - 3/2013 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 1409 S 9th AVE., STE. 124, EDINBURG, TX 78539. MAJORITY OF TIME SPENT ON THIS ACTIVITY.
CRS (Client Relationship Summary) - RIA
Click below to view Eduardo Navarrete Gomez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 28, 2023 - Present
SEQUENT PLANNING, LLC
Office #1: 1409 S 9th Ave. Suite 124, Edinburg, TX 78539RIA
CRD#: 160381
EDINBURG, TX
Past
January 6, 2021 - September 8, 2022
QUILITY FINANCIAL ADVISORS
RIA
CRD#: 304586
EDINBURG, TX
Past
February 5, 2019 - September 1, 2021
ST. BERNARD FINANCIAL SERVICES, INC.
RIA
CRD#: 36956
Alamo, TX
Past
March 27, 2017 - October 23, 2018
REGAL INVESTMENT ADVISORS LLC
RIA
CRD#: 125004
Edinburg, TX
Past
June 18, 2016 - February 7, 2017
KWS FINANCIAL GROUP, LLC
RIA
CRD#: 282806
MISSION, TX
Past
August 17, 2010 - November 30, 2010
GREAT NATION INVESTMENT CORPORATION
BD
CRD#: 19981
EDINBURG, TX
Past
July 21, 2008 - August 6, 2010
UNITED EQUITY SECURITIES, LLC
BD
CRD#: 47261
EDINBURG, TX
Past
July 18, 2005 - May 27, 2008
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
Past
September 12, 2002 - August 27, 2003
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SEQUENT PLANNING, LLC
ELEVUS | UNION PLANNING CENTER | SEQUENT PLANNING, LLC | FUTURITY FIRST WEALTH MANAGEMENT
CRD#: 160381 / SEC#: 801-113971
RIA
Registered Investment Advisory firm - (9/10/2018 Approved)Arizona
Registered Investment Advisory firm - (9/27/2018 Terminated)Florida
Registered Investment Advisory firm - (9/27/2018 Terminated)Iowa
Registered Investment Advisory firm - (10/1/2018 Terminated)Louisiana
Registered Investment Advisory firm - (9/27/2018 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/28/2018 Terminated)Nebraska
Registered Investment Advisory firm - (9/27/2018 Terminated)Nevada
Registered Investment Advisory firm - (10/31/2018 Terminated)New Jersey
Registered Investment Advisory firm - (10/2/2018 Terminated)North Carolina
Registered Investment Advisory firm - (9/27/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/27/2018 Terminated)Oregon
Registered Investment Advisory firm - (9/27/2018 Terminated)Texas
Registered Investment Advisory firm - (9/27/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(11/28/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SP
SEQUENT PLANNING, LLC
ELEVUS | UNION PLANNING CENTER | SEQUENT PLANNING, LLC | FUTURITY FIRST WEALTH MANAGEMENT
CRD#: 160381 / SEC#: 801-113971
RIA
Registered Investment Advisory firm - (9/10/2018 Approved)Arizona
Registered Investment Advisory firm - (9/27/2018 Terminated)Florida
Registered Investment Advisory firm - (9/27/2018 Terminated)Iowa
Registered Investment Advisory firm - (10/1/2018 Terminated)Louisiana
Registered Investment Advisory firm - (9/27/2018 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/28/2018 Terminated)Nebraska
Registered Investment Advisory firm - (9/27/2018 Terminated)Nevada
Registered Investment Advisory firm - (10/31/2018 Terminated)New Jersey
Registered Investment Advisory firm - (10/2/2018 Terminated)North Carolina
Registered Investment Advisory firm - (9/27/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/27/2018 Terminated)Oregon
Registered Investment Advisory firm - (9/27/2018 Terminated)Texas
Registered Investment Advisory firm - (9/27/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8420 West Dodge Road Suite 110, Omaha, NE 68114
Mailing Address
Phone number
(402) 953-3544
Established
Firm type
Fiscal year end
# of Employees
91
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,102 |
| AUM (Assets Under Management) | $ 394,657,254 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SEQUENT PLANNING, LLC
CRD#: 160381Edinburg, TX 78539TRUST BUT VERIFY
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