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Financial ADVSR advisor directory · SEC adviser records

Magnolia Financial Planning Services, Inc. financial advisors

Every SEC-registered investment adviser representative at Magnolia Financial Planning Services, Inc., by the state and city of the office they work from.

The short answer

3 registered advisors work at Magnolia Financial Planning Services, Inc., in 1 state and 1 city; the most are in Seneca, SC (3). 2 list the CFP designation and 0 are also registered broker representatives.

Search every Magnolia Financial Planning Services, Inc. advisor by name →Who joined and left Magnolia Financial Planning Services, Inc. →Magnolia Financial Planning Services, Inc.: assets, clients and custodians →

Cities with the most Magnolia Financial Planning Services, Inc. advisors

Seneca, SC 3

Magnolia Financial Planning Services, Inc. advisors by state

Magnolia Financial Planning Services, Inc. in South Carolina 3

Seneca 3

Questions

How many financial advisors does Magnolia Financial Planning Services, Inc. have?

3 investment adviser representatives are registered with Magnolia Financial Planning Services, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 2 list the CFP designation and 0 are also registered as broker representatives.

Where does Magnolia Financial Planning Services, Inc. have the most advisors?

Seneca, SC, with 3 registered advisors. By state, South Carolina has the most, with 3.

How do I find a Magnolia Financial Planning Services, Inc. financial advisor near me?

Pick your state below, then your city, to see every Magnolia Financial Planning Services, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Magnolia Financial Planning Services, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →