linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Blake Abston

Naviter Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Blake? Claim Your Profile

About Blake Abston

Blake Abston is a financial advisor who has been in the industry for over 4 years. Blake is registered with Naviter Wealth, LLC, and has been with them since December 2023. Prior to that, Blake worked at LPL Financial LLC and MML Investors Services, LLC. Blake holds the Series 66, Series 7, and SIE licenses and is also a Certified Financial Planner. Blake's investment advisory services focus on financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Blake specializes in retirement planning, college savings, and estate planning. Blake is committed to providing personalized financial advice to help clients reach their financial goals.

Firm Information

Blake Abston is currently registered with Naviter Wealth, LLC. Naviter Wealth, LLC is an investment advisor based in Little Rock, Arkansas. They provide financial planning, pension consulting, and other consulting services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. They have approximately $1.5 billion in regulatory assets under management.
Naviter Wealth, LLC

1 INFORMATION WAY

LITTLE ROCK, AR 72202

$1.49B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Blake Abston’s Registration & Firm History

AR

12/15/2023 - Present

Naviter Wealth, LLC (LITTLE ROCK AR)

AR

01/05/2023 - 12/15/2023

LPL FINANCIAL LLC (ROLAND AR)

AR

01/13/2020 - 01/21/2022

MML INVESTORS SERVICES, LLC (Little Rock AR)

Not sure if Blake Abston is right for you?

Licenses & Designations

BOTH

Issued 08/01/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Blake Abston.
Not sure if Blake Abston is right for you?