MN
CFP
MN
CFP

Marie Antoinette Navarre

27 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningEducation Planning
Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

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Location

105 E Main Ste 104, Brenham, TX, 77833

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Marie operates under the DBA Neal Financial Group and is a registered investment advisor with Neal Financial Group, L.P. She also assists with secretarial work at her husband's medical office, dedicating about 10-20% of her time, and acts in a fiduciary capacity for the Cynthia Strausberger Trust, dedicating a few hours per week.

Employment History
Current Registrations
Neal Financial Group, L.P.
March 2003 - Present · 22 yrs 11 mos
Previous Registrations
LPL Financial LLC
August 2002 - June 2025 · 22 yrs 10 mos
LPL Financial LLCBroker
August 2002 - June 2025 · 22 yrs 10 mos
AXA Advisors, LLC
June 1998 - July 2002 · 4 yrs 1 mo
AXA Advisors, LLCBroker
June 1998 - July 2002 · 4 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
June 1998 - January 2000 · 1 yr 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Marie Antoinette Navarre - Financial Advisor | TrueAdvisor