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Chase Cawyer, financial advisor North Richland Hills TX

Chase Cawyer

CRD Number: 6386566
Current Firm: Navigo Wealth Management, LLC
Compensation Model: Fee Only
Chase Cawyer (CRD# 6386566) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in Sugar Land, TX and has 1 year of experience in the finance industry.
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Company Name Location Dates Years
Navigo Wealth Management, LLC Sugar Land, TX Aug 2014 - Current 9
Scott And White Healthcare Temple, TX Jun 2012 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Chase R. Cawyer
401 N. Carroll Ave., Suite 410, Southlake, TX 76092
Phone Number: 281-804-4392
Firm Website: https://www.facebook.com/navigowealth/
Registered State(s):
  • AL
  • TX
Current Firm Details
Navigo Wealth Management, LLC
Firm's CRD Number: 146265
401 N. Carroll Ave., Suite 410, Southlake, TX 76092
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    543
    ACCOUNTS
  • Average Account Value
    $198,293
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, LA, OK, TX

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