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Daniel Patton Russell

Naviter Wealth, LLC

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About Daniel Patton Russell

Daniel Patton Russell is an investment advisor representative for Naviter Wealth, LLC in LITTLE ROCK, AR. Daniel has been working in the industry since 2018 and has experience with Stephens Inc. and Purshe Kaplan Sterling Investments. Daniel holds the Series 7, Series 66, and SIE securities licenses. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

Firm Information

Daniel Russell 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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percentage of assets

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

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performance-based fees

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

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Daniel Russell’s Registration & Firm History

AR

01/15/2021 - Present

Naviter Wealth, LLC (LITTLE ROCK AR)

AR

01/19/2021 - 09/12/2022

PURSHE KAPLAN STERLING INVESTMENTS (Little Rock AR)

AR

05/22/2018 - 01/29/2021

STEPHENS (LITTLE ROCK AR)

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Licenses & Designations

BOTH

Issued 07/23/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Patton Russell.
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