Blake Abston
Investment adviser representative at Naviter Wealth, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets
Are you Blake Abston? Claim your profile
Contact this firm
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
17 years in the industry.
- Naviter Wealth, LLCDec 2023 to now
- LPL Financial LLCNov 2022 to Dec 2023
- Garland & Greenwood Wealth Advisors, LLCJan 2022 to Dec 2023
- MML Investors Services, LLCNov 2019 to Jan 2022
- Mass Mutual Life Insurance CompanyMay 2019 to Jan 2022
- Full Time StudentNov 2009 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7168885
- Firm CRD
- 311508