President · Naviter Wealth, LLC
Lyndell P. Worthen
CRD 5527375 · Named on Form ADV at one SEC-registered adviser
At a glance
Naviter Wealth, LLC, an SEC-registered wealth manager based in Little Rock, AR with $1.9 billion in regulatory assets, lists Lyndell P. Worthen on its Form ADV as President, a control person.
Firms and roles
- Naviter Wealth, LLCPresidentWealth manager · Little Rock, AR · $1.9B in regulatory assets
AtlasMembers
Lyndell’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Daniel P. RussellChief Compliance Officer, Naviter Wealth, LLC
- Bentley E. BlackmonChief Executive Officer, Naviter Wealth, LLC
- John W. KornetChief Investment Officer, Naviter Wealth, LLC
- Jordan L. BauerChief Operating Officer, Naviter Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lyndell’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.