Unclaimed Profile

Stephen M Griner

MAGNOLIA CAPITAL ADVISORS LLC·JACKSON, Mississippi

SIE, Series 7, Series 31, Series 66, Series 79TOClean record23 years registeredMAGNOLIA CAPITAL ADVISORS LLC

4500 I-55 NORTH, JACKSON, MS 39211CRD# 4376876Firm CRD# 298398

Profile Verification

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

Identity

Stephen M Griner · JACKSON, MS

Registration

CRD #4376876 · MAGNOLIA CAPITAL ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

MAG CAP

Oct 2018 – present

RAYMOND JAMES & ASSOCIATES, INC.

Feb 2013 – Oct 2018

JACKSON, MS

MORGAN KEEGAN & COMPANY, INC.

Mar 2009 – Feb 2013

JACKSON, MS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2003 – Mar 2009

RIDGELAND, MS

MORGAN STANLEY

Nov 2002 – Nov 2003

JACKSON, MS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Series 79TO

Registration record

First registered · November 18, 2002

Years registered · 23

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

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephen M Griner offer?

Stephen M Griner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSON, Mississippi for a consultation.

What are Stephen M Griner's credentials?

Stephen M Griner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen M Griner located?

Stephen M Griner 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 Stephen M Griner charge for services?

Stephen M Griner'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 →