Stephen
Rischall
Navalign, LLC
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About this Advisor
Stephen Rischall is a financial advisor based in Encino, California, working with Navalign, LLC. Stephen has previously held positions at San Fernando Valley Jaycees, Jewish Federation Of Los Angeles, Sagepoint Financial, 1080 Financial Group, Navalign, LLC, and Carter Jacobs, LLC. Stephen has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Stephen is part of Navalign, LLC, which operates out of Encino, California. The firm has 9 employees and manages assets totaling $553.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Navalign, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Navalign, LLC Brokerage Details
$553,684,830
9
1,685
$328,596
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Stephen Rischall Work History
Navalign, LLC
Jewish Federation Of Los Angeles
Carter Jacobs, LLC
1080 Financial Group
Sagepoint Financial
San Fernando Valley Jaycees
Disclosures
Please visit the SEC profile of Stephen Rischall 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 Navalign, LLC
Encino, CA
Encino, CA
Encino, CA
Encino, CA
Encino, CA
Encino, CA
Encino, CA
Encino, 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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