Thomas RussellCRD Number: 5702624
Current Firm: Narwhal Capital Management
Thomas Russell (CRD# 5702624) is an Investment Advisor Representative working at Narwhal Capital Management in Marietta, GA and has over 12 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Narwhal Capital Management||Marietta, GA||Jun 2020 - Current||2|
|Narwhal Capital Mangement||Marietta, GA||Oct 2018 - Jun 2020||1|
|Peachcap||Atlanta, GA||Sep 2017 - Oct 2018||1|
|Peachtree Tax & Advisory||Atlanta, GA||Sep 2017 - Oct 2018||1|
|Lpl||Atlanta, GA||Sep 2013 - Aug 2017||3|
|Yieldquest Securities, LLC||Atlanta, GA||Feb 2011 - Sep 2013||2|
|Yieldquest Advisors, LLC||Atlanta, GA||Feb 2011 - Sep 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
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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