TrueAdvisor
TrueAdvisor
KH
CFP
KH
CFP

Kevin Michael Hawley

Navalign, LLC
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Navalign, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
714 clients
Average Client Portfolio
$918K average
Assets Under Management
$655.6M

Fee Structure

Minimum Annual Fee:$4,000

Location

15910 Ventura Blvd, Suite 1605, Encino, CA, 91436

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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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Employment History
Current Registrations
Navalign, LLC
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
Avondale Asset Management
February 2016 - October 2018 · 2 yrs 8 mos
Waddell & Reed
July 2012 - January 2016 · 3 yrs 6 mos
Waddell & ReedBroker
July 2012 - January 2016 · 3 yrs 6 mos
AXA Advisors, LLC
April 2010 - April 2012 · 2 yrs
AXA Advisors, LLCBroker
August 2009 - April 2012 · 2 yrs 8 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.