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).

Current Firm Details
110 Oakwood Drive, Suite 480, Winston Salem, NC 27103
https://www.threemagnoliasfinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    307
    MILLION
  • Total Number of Accounts
    1,280
    ACCOUNTS
  • Average Account Value
    $240,038
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, MD, NC, NH, NY, PA, RI, SC, TX, VA

Financial Advisors at Three Magnolias Financial Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Jennifer Johnson, financial advisor Winston Salem NC
Jennifer W. Johnson
CRD#: 4707808
110 Oakwood Drive, Suite 480, Winston Salem, NC 27103

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.

2
Jonathan Kacmarcik, financial advisor Wrightsville Beach NC
Jonathan P. Kacmarcik
CRD#: 6213000
232 Causeway Drive, Unit 2a, Wrightsville Beach, NC 28480

Jonathan Kacmarcik (CRD# 6213000) is an Investment Advisor Representative working at Three Magnolias Financial Advisors in Wrightsville Beach, NC and has over 9 years of experience in the finance industry.

3
Wesley Reed, financial advisor Winston Salem NC
Wesley R. Reed
CRD#: 2873119
110 Oakwood Drive, Suite 480, Winston Salem, NC 27103

Wesley Reed (CRD# 2873119) is an Investment Advisor Representative working at Three Magnolias Financial Advisors in Winston Salem, NC and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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