Unclaimed Profile

Karen Keller Franco

NAVIGATION GROUP LLC·REDWOOD SHORES, California

SIE, Series 7, Series 63, Series 66Clean record21 years registeredNAVIGATION GROUP LLC

3 LAGOON DRIVE, REDWOOD SHORES, CA 94065CRD# 1489357Firm CRD# 130982

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen Keller Franco · REDWOOD SHORES, CA

Registration

CRD #1489357 · NAVIGATION GROUP LLC · 21 years registered

Brand Profile

Not yet started

Career History

NAVIGATION GROUP LLC

Sep 2014 – present

LPL FINANCIAL LLC

Jul 2005 – Oct 2020

REDWOOD SHORES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · July 11, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NAVIGATION GROUP LLC

CRD 130982 · SEC 801-110408

AUM

$644M

Regulatory assets under management

Employees

907 client accounts

Services offered by NAVIGATION GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NAVIGATION GROUP LLC →

Introduction

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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.

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