Three Magnolias Financial Advisors
Three Magnolias Financial Advisors (CRD# 114471) is a financial advisory firm headquartered in Winston Salem, NC. They manage $307,249,000 in 1,280 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management307MILLION
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Total Number of Accounts1,280ACCOUNTS
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Average Account Value$240,038
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, LA, MD, NC, NH, NY, PA, RI, SC, TX, VA
Jennifer Johnson (CRD# 4707808) is an Investment Advisor Representative working at Three Magnolias Financial Advisors in Winston Salem, NC and has over 20 years of experience in the finance industry.
Jonathan Kacmarcik (CRD# 6213000) is an Investment Advisor Representative working at Three Magnolias Financial Advisors in Wrightsville Beach, NC and has over 10 years of experience in the finance industry.
Wesley Reed (CRD# 2873119) is an Investment Advisor Representative working at Three Magnolias Financial Advisors in Winston Salem, NC and has over 27 years of experience in the finance industry.