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Thomas H. Russell

Narwhal Capital Management

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About Thomas H. Russell

Thomas H. Russell is a financial advisor with over 10 years of experience in the industry. Thomas currently works at Narwhal Capital Management, a firm based in Marietta, Georgia, focusing on both individuals and businesses. Prior to Narwhal, Thomas worked at LPL Financial, AXA Advisors, and Yieldquest Securities. Thomas specializes in various financial planning services, including portfolio management, financial planning, and pension consulting. Thomas holds Series 66, Series 7, and SIE licenses.

Firm Information

Thomas Russell 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Thomas Russell’s Registration & Firm History

GA

05/05/2021 - Present

Narwhal Capital Management (MARIETTA GA)

GA

09/07/2017 - 10/08/2018

PEACHCAP SECURITIES, INC. (ATLANTA GA)

GA

09/17/2013 - 09/12/2017

LPL FINANCIAL LLC (ATLANTA GA)

GA

03/18/2011 - 09/17/2013

YIELDQUEST SECURITIES, LLC (ATLANTA GA)

GA

10/07/2009 - 01/22/2010

AXA ADVISORS, LLC (ALPHARETTA GA)

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Licenses & Designations

BOTH

Issued 12/08/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas H. Russell.
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