Trevor William Booth
Investment adviser representative at Naviter Wealth, LLC
14 yearsExperience
1 stateRegistered in
$1.9BFirm assets
5 yearsFirm in business
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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
14 years in the industry.
- Naviter Wealth, LLCOct 2024 to now
- Acretrader Financial, LLCNov 2019 to Jul 2024
- TD AmeritradeMay 2019 to Aug 2019
- University of ArkansasAug 2017 to May 2021
- Carroll Senior High SchoolJan 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
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
- 7119664
- Firm CRD
- 311508