NS
CFP
NS
CFP

Navarone Fernando Simpson

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net WorthFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
313 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$350.5M

Fee Structure

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Location

1500 Sulgrave Ave, Baltimore, MD, 21209

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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

Navarone operates his LPL business under the DBA Armstrong Dixon and is a Registered Investment Advisor Hybrid through ADE LLC, dedicating full-time hours to these activities. He also drives for Lyft about a quarter of his time and spends minimal time on real estate rental and a business entity for tax/investment purposes, and sells non-variable insurance.

Employment History
Current Registrations
Armstrong Dixon
April 2018 - Present · 7 yrs 10 mos
LPL Financial LLC
April 2018 - Present · 7 yrs 10 mos
LPL Financial LLCBroker
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
Lincoln Financial Advisors Corporation
September 2016 - April 2018 · 1 yr 7 mos
Lincoln Financial Advisors CorporationBroker
September 2016 - April 2018 · 1 yr 7 mos
Cetera Advisors LLC
May 2015 - September 2016 · 1 yr 4 mos
Cetera Advisors LLCBroker
February 2015 - September 2016 · 1 yr 7 mos
State Registrations3 states
FLMDSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.