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LYNDELL PHILLIP WORTHEN III
CRD#: 5527375
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Investment Adviser
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Previous Broker
NAVITER WEALTH, LLCCRD#: 311508 1 INFORMATION WAY
SUITE 400
LITTLE ROCK, AR 72202
Registration History
20082010201220142016201820202022202420262 FIRMS2008 - 2021 (12 years)IANAVITER WEALTH, LLC (CRD# 311508)2021 - Present (4 years)
License(s)

State Registrations

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Arkansas 1/15/2021

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Texas 2/8/2021

Current Registration(s)
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NAVITER WEALTH, LLC (CRD#:311508)
1 INFORMATION WAY SUITE 400, LITTLE ROCK, AR 72202
Registered with this firm since 1/15/2021

Previous Registration(s)
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07/14/2008 - 01/29/2021 STEPHENS (CRD#:3496) LITTLE ROCK, AR
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06/19/2008 - 01/29/2021 STEPHENS (CRD#:3496) LITTLE ROCK, AR
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.