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Bentley Edward Blackmon

Investment adviser representative at Naviter Wealth, LLC
23 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$1.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

23 years in the industry.

  1. Naviter Wealth, LLCMar 2021 to now
  2. One Point Seven Wealth LLCNov 2020 to Mar 2021
  3. Stephens Inc.Feb 2003 to Sep 2020

Designations

  • CFA
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1995

State registrations

Registered as an investment adviser representative in 1 state (AR).

Naviter Wealth, LLC

$1.9BAssets managed
361Clients
16Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2627221
Firm CRD
311508
Advisor's SEC record (opens in a new tab)
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