Unclaimed Profile

Lyndell Phillip Worthen

NAVITER WEALTH, LLC·LITTLE ROCK, Arkansas

SIE, Series 7, Series 7TO, Series 31, Series 66Clean record18 years registeredNAVITER WEALTH, LLC

1 INFORMATION WAY, LITTLE ROCK, AR 72202CRD# 5527375Firm CRD# 311508

Profile Verification

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

Identity

Lyndell Phillip Worthen · LITTLE ROCK, AR

Registration

CRD #5527375 · NAVITER WEALTH, LLC · 18 years registered

Brand Profile

Not yet started

Career History

NAVITER WEALTH, LLC

Jan 2021 – present

STEPHENS

Jul 2008 – Jan 2021

LITTLE ROCK, AR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 31

Series 66

Registration record

First registered · July 14, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NAVITER WEALTH, LLC

CRD 311508 · SEC 801-120077

AUM

$1.5B

Regulatory assets under management

Employees

2,115 client accounts

Services offered by NAVITER WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NAVITER WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Lyndell Phillip Worthen offer?

Lyndell Phillip Worthen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LITTLE ROCK, Arkansas for a consultation.

What are Lyndell Phillip Worthen's credentials?

Lyndell Phillip Worthen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lyndell Phillip Worthen located?

Lyndell Phillip Worthen is based in LITTLE ROCK, Arkansas, working with NAVITER WEALTH, LLC. Their office serves clients in the LITTLE ROCK metropolitan area and surrounding communities.

How does Lyndell Phillip Worthen charge for services?

Lyndell Phillip Worthen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NAVITER WEALTH, LLC?

NAVITER WEALTH, LLC has approximately 13 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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