Christel L. Walker
Professional summary
Christel Lee Walker, CFP®, who also goes by Christel Lee Leger, is a registered financial advisor currently at NAVIGO WEALTH MANAGEMENT, LLC located in North Richland Hills, Texas.
Christel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Christel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christel Lee Walker's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
April 28, 2016 - Present
NAVIGO WEALTH MANAGEMENT, LLC
May 28, 2014 - April 12, 2016
RBC CAPITAL MARKETS, LLC
May 28, 2014 - April 12, 2016
RBC CAPITAL MARKETS, LLC
January 3, 2011 - May 30, 2014
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - May 30, 2014
WELLS FARGO CLEARING SERVICES, LLC
April 23, 2008 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
March 5, 2008 - January 3, 2011
WELLS FARGO INVESTMENTS, 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
(6/22/2017)
(4/28/2016)
Exams
Current Firm
NAVIGO WEALTH MANAGEMENT, LLC
CRD#: 146265 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 166 |
| AUM (Assets Under Management) | $ 112,457,800 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
