Melissa
Visbal
Narwhal Capital Management
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About this Advisor
Melissa Visbal is a certified financial planner who works out of Marietta, Georgia who has 2 years of industry experience. Visbal is currently employed by Narwhal Capital Management. The advisor has gained experience at Narwhal Capital Management, 9 Round Fitness, Kinnucan'S, University Of Georgia and Georgia College & State University. Visbal is registered to advise clients in Georgia and Texas. Narwhal Capital Management is a registered investment company operating out of Marietta, GA. It has $1 billion in assets across its 618 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 618 customer accounts, 29% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a diverse assortment of services, such as 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. Fees for financial management typically are based on which services are offered. However, fees charged by Narwhal Capital Management can be comprised of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Narwhal Capital Management Brokerage Details
$1,296,298,600
18
618
$2,097,571
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 Visbal Work History
Melissa has been registered as a financial advisor for 2 years.*
Narwhal Capital Management
9 Round Fitness
Kinnucan'S
University Of Georgia
Georgia College & State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Melissa Visbal 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 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
