Naviter Wealth, LLC
Naviter Wealth, LLC (CRD# 311508) is a financial advisory firm headquartered in Little Rock, AR. They manage $1,275,121,346 in 1,313 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management1,275MILLION
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Total Number of Accounts1,313ACCOUNTS
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Average Account Value$971,151
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, FL, GA, LA, MO, MS, NC, NE, NY, OH, OK, PA, SC, TN, TX, UT, WI
Jordan Bauer (CRD# 6351606) is an Investment Advisor Representative working at Naviter Wealth, LLC in Little Rock, AR and has over 7 years of experience in the finance industry.
Bentley Blackmon (CRD# 2627221) is an Investment Advisor Representative working at Naviter Wealth, LLC in Little Rock, AR and has over 28 years of experience in the finance industry.
Richard Dougherty (CRD# 5271824) is an Investment Advisor Representative working at Naviter Wealth, LLC in Little Rock, AR and has over 15 years of experience in the finance industry.
Alecia Fisher Dougherty (CRD# 5397757) is an Investment Advisor Representative working at Naviter Wealth, LLC in Little Rock, AR and has over 16 years of experience in the finance industry.
John Kornet (CRD# 6354725) is an Investment Advisor Representative working at Naviter Wealth, LLC in Little Rock, AR and has over 9 years of experience in the finance industry.
Daniel Russell (CRD# 6458217) is an Investment Advisor Representative working at Naviter Wealth, LLC in Little Rock, AR and has over 5 years of experience in the finance industry.
Lyndell Worthen (CRD# 5527375) is an Investment Advisor Representative working at Naviter Wealth, LLC in Little Rock, AR and has over 15 years of experience in the finance industry.
Caitlin McDaniel (CRD# 7815022) is an Investment Advisor Representative working at Naviter Wealth, LLC in Little Rock, AR and has 1 year of experience in the finance industry.
Jackson Ratcliff (CRD# 6005158) is an Investment Advisor Representative working at Naviter Wealth, LLC in Little Rock, AR and has over 12 years of experience in the finance industry.