Benjamin
Navarro

Allstate Financial Advisors, LLC

CRD#1986440
Investment Advisor
in Montclair, CA

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About this Advisor

Benjamin Navarro is a financial advisor operating out of Montclair, California with a total of 9 years of industry experience. Navarro works at Allstate Financial Advisors, LLC. Navarro has gained experience at Securian Financial Services, Inc, Minnesota Life Insurance Company, Tax And Financial Group, Evergreen Realty and Allstate Insurance Co. Navarro has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Allstate Financial Advisors, LLC is a financial advisory firm operating out of Lincoln, NE. The company has offices in 39 locations and a total of 335 employees. It manages $29 million in assets under management among its 139 accounts, placing it among the smaller firms in the United States by assets under management. The advisory firm offers selection of other advisers. Fees for financial management are based on which services the firm provides the client. Fee types charged by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

4701 Arrow Hwy Ste A
Montclair, CA 91763-1201

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

CA Average: $1,978,216,465
Total Number of Employees

335

CA Average: 226
Total Number of Accounts

139

CA Average: 7,467
Average Account Size

$205,173

CA Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Benjamin Navarro Work History

Benjamin has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Allstate Insurance Co

2012 - Present (12 years)

Evergreen Realty

2012 - 2014 (2 years)

Securian Financial Services, Inc

2012 - 2014 (2 years)

Minnesota Life Insurance Company

2012 - 2014 (2 years)

Tax And Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Benjamin Navarro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allstate Financial Advisors, LLC

Kevin Taalman
Northbrook, IL
Thomas Caffrey
Hilton Head Island, SC
John Saulpaw
Saint George, UT
Joseph Mcdonough
Las Vegas, NV
Trish Le
San Francisco, CA
Jamaal Moore
Sugar Land, TX
Neetaben Patel
Grayson, GA
Shannon Wiatrek
Lincoln, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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