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Linda Lathan Walden

Novare Capital Management

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About Linda Lathan Walden

Linda Walden is a financial advisor with Novare Capital Management, registered with the state of North Carolina. Linda has been with Novare Capital Management since January 2004. Linda specializes in working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses. Linda holds a Series 65 license and is a Certified Financial Planner.

Firm Information

Linda Walden is currently registered with Novare Capital Management. Novare Capital Management is a Charlotte, NC-based investment firm offering financial planning, portfolio management for individuals and businesses, and other advisory services. The firm manages over $1.5 billion in assets for high-net-worth individuals, charitable organizations, corporations, individuals other than high-net-worth, and pension and profit-sharing plans.
Novare Capital Management

521 E. MOREHEAD

CHARLOTTE, NC 28202

$1.51B

Assets Under Management

Not reported

Total Clients

15

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.

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financial planning services

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

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portfolio management for businesses

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

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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.

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percentage of assets

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

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Linda Walden’s Registration & Firm History

NC

05/21/2010 - Present

Novare Capital Management (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 05/20/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Linda Lathan Walden.
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