Ieva Navarro is a registered investment advisor at LPL Financial LLC, based in Sarasota, FL, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ieva operates Navarro Financial as a DBA for her LPL business. She also manages Navarro Lions Inc for tax/investment purposes, dedicating nearly full-time hours, and Ieva, LLC for similar purposes but spends minimal time on it. Additionally, Ieva provides mortgage/real estate services, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations10 states
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