Alejandra Navarro
Advisor at Corecap Advisors — North Richland Hills, TX
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
11 years
Location
North Richland Hills, TX 76182
Corecap Advisors
Multi-team
Alejandra Navarro is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Ameritas Investment Corp., CCF Investments, and Capital Choice Financial Services. Outside of her advisory work, she is involved as a driver delivering U.S. mail for Tracie McCormick Trucking. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and works with sub-advisors and third-party asset managers.
Based on Corecap Advisors
Based on Corecap Advisors
Negotiated flat fee for financial planning services
0.5% to 3.00% annually
Negotiated hourly rate for financial planning services
North Richland Hills, TX
9285 Huntington Square, Suite H
North Richland Hills TX 76182
Advisors at this office
1
Texas
11 years of industry experience
CoreCap Investments
2019 - Present • 7 years
Southfield, MI
K & B Transportation
2018 - 2018 • 1 year
Garland, TX
Ameritas Investment Corp.
2017 - 2019 • 2 years
Lincoln, NE
Tracie McCormick Trucking
2017 - Present • 9 years
Murfreesboro, TN
Cortes Trucking
2016 - 2017 • 1 year
Dallas, TX
CCF Investments
2014 - 2017 • 3 years
Greensboro, GA
Capital Choice Financial Services
2007 - Present • 19 years
Greensboro, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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