Scott
Leonard
Navigoe, LLC
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About this Advisor
Scott Leonard is a financial advisor based in Redondo Beach, California, working with Navigoe, LLC. Scott has previously held a position at Navigoe, LLC. Scott has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Scott is part of Navigoe, LLC, which operates out of Redondo Beach, California. The firm has 3 employees and manages assets totaling $316.6 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Navigoe, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Navigoe, LLC Brokerage Details
$316,563,600
3
572
$553,433
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Scott Leonard Work History
Navigoe, LLC
Disclosures
Please visit the SEC profile of Scott Leonard 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 Navigoe, LLC
Redondo Beach, CA
Redondo Beach, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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