Diana Navarre is a registered investment advisor, based in Laquna Beach, CA, with 38 years of industry experience.
Location
1278 Glenneyre St., #422, Laquna Beach, CA, 92651
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Diana is an advisory representative of a Registered Investment Advisor (RIA), dedicating a significant amount of time to this role. She is also an independent insurance agent since 1987 and a successor trustee since 2019, spending minimal time on these activities. Diana is also a successor fiduciary since 2020.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Transamerica Securities Sales CorporationBroker
Pml Securities CompanyBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.