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Robby Thomas Bryant

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

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

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

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 2948042
Firm CRD# 135759
No disclosures on file
View on FINRA BrokerCheck →

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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.
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