Unclaimed
Trevor William Booth is a registered Investment Advisor Representative with Naviter Wealth, LLC. Trevor has been in the industry for five years and has earned the Series 63 and Series 65 licenses. Trevor specializes in providing financial planning and portfolio management services to individuals and businesses. Trevor also offers pension consulting services. Prior to joining Naviter Wealth, LLC, Trevor worked as an Investment Advisor Representative at TD Ameritrade and AcreTrader Financial, LLC.
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.
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11/12/2024 - Present
Naviter Wealth, LLC (LITTLE ROCK AR)
Active
Inactive
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