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Financial ADVSR advisor directory · SEC adviser records

Magnolia Wealth financial advisors in Spring, TX

Every SEC-registered investment adviser representative at a Magnolia Wealth office in Spring, A to Z.

4 registered advisors work at Magnolia Wealth in Spring, out of 4 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Magnolia Wealth advisors in Spring, A to Z

Every Magnolia Wealth advisor →

Magnolia Wealth advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Spring

All Spring advisors →

Edward Jones 18Strategic Advisers LLC 14J.P. Morgan Securities LLC 12LPL Financial LLC 12Cetera Investment Advisers LLC 10State Farm Investment Management Corp. 8Wells Fargo Clearing Services, LLC 7Osaic Wealth, Inc. 5Allstate Financial Advisors, LLC 4Ameriprise Financial Services, LLC 4Exos Wealth Strategies, LLC 4Sonnet, LLC 4

Questions

How many financial advisors does Magnolia Wealth have in Spring?

4 investment adviser representatives are registered at Magnolia Wealth offices in Spring, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Magnolia Wealth one of the largest advisor employers in Spring?

Magnolia Wealth ranks number 12 in Spring by registered advisors; Edward Jones has the most, with 18.

How do I check a Magnolia Wealth advisor in Spring?

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 Wealth 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.