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Financial ADVSR advisor directory · SEC adviser records

Three Magnolias Financial Advisors financial advisors

Every SEC-registered investment adviser representative at Three Magnolias Financial Advisors, by the state and city of the office they work from.

The short answer

5 registered advisors work at Three Magnolias Financial Advisors, in 1 state and 2 cities; the most are in Winston Salem, NC (4). 1 list the CFP designation and 3 are also registered broker representatives.

Search every Three Magnolias Financial Advisors advisor by name →Who joined and left Three Magnolias Financial Advisors →Three Magnolias Financial Advisors: assets, clients and custodians →

Cities with the most Three Magnolias Financial Advisors advisors

Winston Salem, NC 4Wrightsville Beach, NC 1

Three Magnolias Financial Advisors advisors by state

Three Magnolias Financial Advisors in North Carolina 5

Winston Salem 4Wrightsville Beach 1

Questions

How many financial advisors does Three Magnolias Financial Advisors have?

5 investment adviser representatives are registered with Three Magnolias Financial Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 2 cities. 1 list the CFP designation and 3 are also registered as broker representatives.

Where does Three Magnolias Financial Advisors have the most advisors?

Winston Salem, NC, with 4 registered advisors, then Wrightsville Beach, NC (1). By state, North Carolina has the most, with 5.

How do I find a Three Magnolias Financial Advisors financial advisor near me?

Pick your state below, then your city, to see every Three Magnolias Financial Advisors 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 Three Magnolias Financial Advisors 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 →