linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Lamar Wilson

Narwhal Capital Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Lamar Wilson

Andrew Lamar Wilson is a registered investment advisor representative with Narwhal Capital Management. Andrew has been in the industry since 2019 and has prior experience at PFS Investments Inc. and Primerica Financial Services. Andrew is licensed to provide investment advice in Georgia and Texas. Andrew holds Series 63, Series 65, SIE, and Series 6TO licenses. Andrew specializes in providing financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Andrew Wilson is currently registered with Narwhal Capital Management. Narwhal Capital Management, based in Marietta, GA, is an investment advisory firm providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. They manage over $1.5 billion in assets and serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Narwhal Capital Management

531 ROSELANE STREET

MARIETTA, GA 30060

$1.58B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Wilson’s Registration & Firm History

GA

11/29/2023 - Present

Narwhal Capital Management (MARIETTA GA)

GA

03/13/2023 - 11/08/2023

PFS INVESTMENTS INC. (DECATUR GA)

Not sure if Andrew Lamar Wilson is right for you?

Licenses & Designations

IA

Issued 09/26/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Andrew Lamar Wilson. Review regulatory record here.
Not sure if Andrew Lamar Wilson is right for you?