Robert Brooks is a registered investment advisor at Naviter Wealth, LLC, based in Little Rock, AR, with 36 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 308 clients with $1.6B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1 Information Way, Suite 400, Little Rock, AR, 72202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a promoter for Wealth Advisor Growth Network, supporting RIA & BD teams, and a referral source for Resurgent Advisors, an RIA. He dedicates minimal time to these investment-related activities.
Employment History
Current Registrations
Naviter Wealth, LLC
Previous Registrations
Resurgent Advisors
Fintrust Capital Advisors, LLC
Fintrust Brokerage Services, LLCBroker
StephensBroker
Stephens
Fisher Investments
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Stillpoint Wealth Management, LLCBroker
Wachovia Securities, INC.Broker
J.C. Bradford & CO.Broker
The Robinson-Humphrey Company INC.Broker
Alex. Brown & Sons IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations1 state
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