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Financial ADVSR advisor directory · SEC adviser records

Magnolia Financial Planning Services, Inc. financial advisors in South Carolina

Every SEC-registered investment adviser representative at a Magnolia Financial Planning Services, Inc. office in South Carolina, by city and A to Z.

The short answer

3 registered advisors work at Magnolia Financial Planning Services, Inc. in South Carolina, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Seneca (3). 2 list the CFP designation and 0 are also registered broker representatives.

Magnolia Financial Planning Services, Inc. advisors by city in South Carolina

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Seneca 3

Magnolia Financial Planning Services, Inc. advisors in South Carolina, A to Z

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Questions

How many Magnolia Financial Planning Services, Inc. financial advisors are in South Carolina?

3 investment adviser representatives are registered at Magnolia Financial Planning Services, Inc. offices in South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

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

Seneca, with 3. Magnolia Financial Planning Services, Inc. has advisors in 1 city in South Carolina.

How do I check a Magnolia Financial Planning Services, Inc. advisor in South Carolina?

Each advisor below 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. Advisors are listed at the city of the Magnolia Financial Planning Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.