AdvisorOS Directory
Claim Profile
CM

Charles Fuller Marion

MAGNOLIA CAPITAL ADVISORS LLC·JACKSON, Mississippi
Unclaimed Profile
4500 I-55 NORTH, JACKSON, MS 39211CRD# 5069281Firm CRD# 298398
01

About

Charles Fuller Marion is a registered financial advisor based in JACKSON, Mississippi, affiliated with MAGNOLIA CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MAGNOLIA CAPITAL ADVISORS LLC
MAG CAP
AUM
$1.1B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at MAGNOLIA CAPITAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5069281
Firm CRD# 298398
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSON?

Browse all registered financial advisors in JACKSON, Mississippi or claim this profile if it's yours.

Browse JACKSON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles Fuller Marion offer?
Charles Fuller Marion specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSON, Mississippi for a consultation.
What are Charles Fuller Marion's credentials?
Charles Fuller Marion is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Fuller Marion located?
Charles Fuller Marion is based in JACKSON, Mississippi, working with MAGNOLIA CAPITAL ADVISORS LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Charles Fuller Marion charge for services?
Charles Fuller Marion's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAGNOLIA CAPITAL ADVISORS LLC?
MAGNOLIA CAPITAL ADVISORS LLC has approximately 18 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in JACKSON
Jeffrey Scott Wilson — TRINITY CAPITAL INVESTORSClyde Brooks Mosley — BALLEW ADVISORS INCHarold Edward Mcdaniel — SIGMA CAPITAL MANAGEMENT, LLCGeorge T Chambers — TRUSTMARK INVESTMENT ADVISORS, INC.John Walter Garrard — OPTIMUM FINANCIAL SERVICES, LLC
Nearby cities in Mississippi
RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)CLARKSDALE (6)
City Guides
RIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON GuideCLARKSDALE Guide
Research
Advisor Fees in MississippiNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile