Unclaimed Profile

Charles Fuller Marion

MAGNOLIA CAPITAL ADVISORS LLC·JACKSON, Mississippi

SIE, Series 7, Series 24, Series 66Clean record20 years registeredMAGNOLIA CAPITAL ADVISORS LLC

4500 I-55 NORTH, JACKSON, MS 39211CRD# 5069281Firm CRD# 298398

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Fuller Marion · JACKSON, MS

Registration

CRD #5069281 · MAGNOLIA CAPITAL ADVISORS LLC · 20 years registered

Brand Profile

Not yet started

Career History

MAG CAP

Oct 2018 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Oct 2018

JACKSON, MS

RAYMOND JAMES FINANCIAL SERVICES

Jul 2006 – Jan 2009

JACKSON, MS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · July 12, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAGNOLIA CAPITAL ADVISORS LLC

CRD 298398 · SEC 801-114023

AUM

$1.1B

Regulatory assets under management

Employees

3,008 client accounts

Services offered by MAGNOLIA CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MAGNOLIA CAPITAL ADVISORS LLC →

Introduction

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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.

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