Unclaimed Profile

Lyndell Phillip Worthen

NAVITER WEALTH, LLC·LITTLE ROCK, Arkansas

NAVITER 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

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Lyndell Phillip Worthen is a registered financial advisor based in LITTLE ROCK, Arkansas, affiliated with NAVITER WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Lyndell

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lyndell is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

NAVITER WEALTH, LLC

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NAVITER WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5527375

Firm CRD# 311508

View on FINRA BrokerCheck →

Looking for a financial advisor in LITTLE ROCK?

Browse all registered financial advisors in LITTLE ROCK, Arkansas or claim this profile if it's yours.

Browse LITTLE ROCK Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →