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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyndell? Claim Your ProfileLyndell Phillip Worthen is an investment advisor representative associated with Naviter Wealth, LLC, a firm registered with the Securities and Exchange Commission. Lyndell Phillip Worthen has been in the industry since June 2008. Lyndell Phillip Worthen has a combined state law exam, a General Securities Representative exam, a Securities Industry Essentials exam, a Futures Managed Funds exam and a General Securities Representative exam. The firm is located in Little Rock, Arkansas. In addition to Naviter Wealth, LLC, Lyndell Phillip Worthen has previously been registered with STEPHENS. Lyndell Phillip Worthen provides financial planning and portfolio management services to high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
02/08/2021 - Present
Naviter Wealth, LLC (LITTLE ROCK AR)
AR
06/19/2008 - 01/29/2021
STEPHENS (LITTLE ROCK AR)
BOTH
Issued 07/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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