Andrew
Wilson
Narwhal Capital Management
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About this Advisor
Andrew Wilson is a financial advisor based in Marietta, Georgia, working with Narwhal Capital Management. Andrew has previously held positions at Primerica Financial Services, Pfs Investments Inc, Balfour Beatty Construction, Uber, Holder Construction, Narwhal Capital Management, Gwinnett Technical College, Anning Johnson, and Atlanta Technical College. Andrew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Andrew is part of Narwhal Capital Management, which operates out of Marietta, Georgia. The firm has 20 employees and manages assets totaling $1.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Narwhal Capital Management includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Narwhal Capital Management Brokerage Details
$1,583,450,503
20
676
$2,342,382
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Andrew Wilson Work History
Narwhal Capital Management
Uber
Pfs Investments Inc
Primerica Financial Services
Balfour Beatty Construction
Holder Construction
Gwinnett Technical College
Holder Construction
Anning Johnson
Atlanta Technical College
Disclosures
Please visit the SEC profile of Andrew Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Narwhal Capital Management
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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