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Financial ADVSR advisor directory · SEC adviser records

Magnolia Financial Planning Services, Inc. financial advisors in Seneca, SC

Every SEC-registered investment adviser representative at a Magnolia Financial Planning Services, Inc. office in Seneca, A to Z.

The short answer

3 registered advisors work at Magnolia Financial Planning Services, Inc. in Seneca, out of 3 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

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

Every Magnolia Financial Planning Services, Inc. advisor →

Magnolia Financial Planning Services, Inc. advisors in every city and state →Magnolia Financial Planning Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Seneca

All Seneca advisors →

Edward Jones 8Ameriprise Financial Services, LLC 5Wells Fargo Clearing Services, LLC 5Iq Capital Strategy LLC 3Osaic Advisory Services, LLC 3

Questions

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

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

Is Magnolia Financial Planning Services, Inc. one of the largest advisor employers in Seneca?

Magnolia Financial Planning Services, Inc. ranks number 5 in Seneca by registered advisors; Edward Jones has the most, with 8.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.