AdvisorOS Directory
Claim Profile
KF

Karen Keller Franco

NAVIGATION GROUP LLC·REDWOOD SHORES, California
Unclaimed Profile
3 LAGOON DRIVE, REDWOOD SHORES, CA 94065CRD# 1489357Firm CRD# 130982
01

About

Karen Keller Franco is a registered financial advisor based in REDWOOD SHORES, California, affiliated with NAVIGATION GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NAVIGATION GROUP LLC
NAVIGATION GROUP LLC
AUM
$644M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NAVIGATION GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1489357
Firm CRD# 130982
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in REDWOOD SHORES?

Browse all registered financial advisors in REDWOOD SHORES, California or claim this profile if it's yours.

Browse REDWOOD SHORES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Karen Keller Franco offer?
Karen Keller Franco specializes in Financial Planning, Investment Management. Contact their office in REDWOOD SHORES, California for a consultation.
What are Karen Keller Franco's credentials?
Karen Keller Franco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Keller Franco located?
Karen Keller Franco is based in REDWOOD SHORES, California, working with NAVIGATION GROUP LLC. Their office serves clients in the REDWOOD SHORES metropolitan area and surrounding communities.
How does Karen Keller Franco charge for services?
Karen Keller Franco's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVIGATION GROUP LLC?
NAVIGATION GROUP LLC has approximately 6 employees and manages $644M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in REDWOOD SHORES
Stephen Peter Mccarthy — MCCARTHY ASSET MANAGEMENT, INC.Alexey Bulankov — MCCARTHY ASSET MANAGEMENT, INC.Anthony John Bertolucci — MCCARTHY ASSET MANAGEMENT, INC.Russell Gordon Noles — KASPICK & COMPANY, LLCMin Gyo Kim — TWIN LAKES CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile