Melissa
Dotson
Narwhal Capital Management
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About this Advisor
Melissa Dotson is a financial advisor based in Marietta, Georgia, working with Narwhal Capital Management. Melissa has previously held positions at Narwhal Capital Management, 9 Round Fitness, Kinnucan's, and the University of Georgia. Melissa is registered to provide services in Georgia and Texas. Currently, Melissa 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
Melissa Dotson Work History
Narwhal Capital Management
9 Round Fitness
Kinnucan'S
University Of Georgia
Disclosures
Please visit the SEC profile of Melissa Dotson 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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