Matthew Estes is a registered investment advisor at Naviter Wealth, LLC, based in Little Rock, AR, with 35 years of industry experience. Matthew 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.
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Learn about disclosures →Employment History
Current Registrations
Naviter Wealth, LLC
Previous Registrations
Level Four Advisory Services
Level Four Financial, LLCBroker
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Sowell Management
Morgan Stanley Investment Management INC.
Morgan Stanley Distribution, INC.Broker
Morgan Stanley
Morgan StanleyBroker
StephensBroker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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