Melissa VisbalCRD Number: 7378352
Current Firm: Narwhal Capital Management
Melissa Visbal (CRD# 7378352) is an Investment Advisor Representative working at Narwhal Capital Management in Marietta, GA and has 1 year of experience in the finance industry. Melissa Visbal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Narwhal Capital Management||Marietta, GA||Jun 2018 - Current||4|
|University Of Georgia||Athens, GA||Aug 2014 - Aug 2018||4|
|9 Round Fitness||Athens, GA||May 2017 - Jun 2018||1|
|Kinnucan's||Athens, GA||May 2014 - May 2017||3|
|Georgia College & State University||Milledgeville, GA||Aug 2012 - May 2014||1|
Total Assets Under Management1,368MILLIONS
Total Number of Accounts513ACCOUNTS
Average Account Value$2,666,635
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, GA, NC, TN, TX
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