AdvisorOS Directory
Claim Profile
Unclaimed Profile
RB

Robby Thomas Bryant

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.·SENECA, South Carolina
Clean recordMAGNOLIA FINANCIAL PLANNING SERVICES, INC.
414 OLD CLEMSON HIGHWAY, SENECA, SC 29672CRD# 2948042Firm CRD# 135759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robby Thomas Bryant · SENECA, SC
Registration
CRD #2948042 · MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robby Thomas Bryant is a registered financial advisor based in SENECA, South Carolina, affiliated with MAGNOLIA FINANCIAL PLANNING SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Robby

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

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

03

Firm Overview

Firm
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
AUM
$174M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MAGNOLIA FINANCIAL PLANNING SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 2948042
Firm CRD# 135759
View on FINRA BrokerCheck →

Looking for a financial advisor in SENECA?

Browse all registered financial advisors in SENECA, South Carolina or claim this profile if it's yours.

Browse SENECA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robby Thomas Bryant offer?
Robby Thomas Bryant specializes in Financial Planning, Investment Management. Contact their office in SENECA, South Carolina for a consultation.
What are Robby Thomas Bryant's credentials?
Robby Thomas Bryant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robby Thomas Bryant located?
Robby Thomas Bryant is based in SENECA, South Carolina, working with MAGNOLIA FINANCIAL PLANNING SERVICES, INC.. Their office serves clients in the SENECA metropolitan area and surrounding communities.
How does Robby Thomas Bryant charge for services?
Robby Thomas Bryant's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAGNOLIA FINANCIAL PLANNING SERVICES, INC.?
MAGNOLIA FINANCIAL PLANNING SERVICES, INC. has approximately 4 employees and manages $174M 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 at MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

Jason Sidney White
SENECA, SC

More Advisors in SENECA, South Carolina

Raymond Brian Massey
IQ CAPITAL STRATEGY LLC·SENECA, SC
Jan Sture Fredman
CLEMSON-EPS ADVISORS, LLC·SENECA, SC
Lori Melissa Talley-Kelley
CLEMSON-EPS ADVISORS, LLC·SENECA, SC
Amy Charbonneau Burk
GOLDEN GREEN, INC.·SENECA, SC
James L Charbonneau
GOLDEN GREEN, INC.·SENECA, SC
Stephen Francis Molyneaux
HANOVER ADVISORS, INC·SENECA, SC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)MT. PLEASANT (22)ROCK HILL (14)RIDGELAND (12)SPARTANBURG (10)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Request removal of this profile