Unclaimed
Samuel Timothy Frost is an Investment Advisor Representative for Narwhal Capital Management and has been with the firm since June 2016. Samuel holds the Series 65 license and has a background in finance and investment management. Samuel has experience working with individuals, businesses, and charitable organizations. The firm specializes in portfolio management and financial planning. Samuel's focus is on providing personalized investment advice and wealth management strategies to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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GA
05/05/2021 - Present
Narwhal Capital Management (MARIETTA GA)
IA
Issued 11/10/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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