William B. Trusty

MAG CAP

RIDGELAND, MS 39157

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CRD#: 1471382

Professional summary

William Bruce Trusty is a registered financial advisor currently at MAG CAP located in Ridgeland, Mississippi and LEVEL FOUR FINANCIAL, LLC located in Ridgeland, Mississippi.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. William has worked at 4 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Magnolia Capital Advisors (RIA), Investment Related, Investment Advisor Representative, 4500 I-55 North, Suite 291 Jackson MS 39211, will devote 40 hours per month to this activity during trading hours, Started 4/5/2021.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Bruce Trusty's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 5, 2021 - Present

MAG CAP

Office #1: 1076 Highland Colony Parkway Suite 291, Ridgeland, MS 39157

RIA

CRD#: 298398

RIDGELAND, MS

Current

April 2, 2021 - Present

LEVEL FOUR FINANCIAL, LLC

Office #1: 1076 Highland Colony Pkwy Suite 291, Ridgeland, MS 39157

CRD#: 25700

Ridgeland, MS

Past

February 13, 2013 - April 5, 2021

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

JACKSON, MS

Past

February 13, 2013 - April 5, 2021

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

JACKSON, MS

Past

June 5, 2002 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

JACKSON, MS

Past

April 25, 1986 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

JACKSON, MS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAG CAP

CRD#: 298398 / SEC#: 801-114023

RIA

Registered Investment Advisory firm - (9/21/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(4/2/2021)

Florida
(4/2/2021)

Georgia
(4/2/2021)

Louisiana
(4/2/2021)

Mississippi
(4/2/2021)

IAR

Mississippi
(4/5/2021)

New Mexico
(4/2/2021)

North Carolina
(5/22/2025)

Ohio
(4/2/2021)

Pennsylvania
(1/2/2025)

Tennessee
(6/10/2025)

IAR

Texas
(4/5/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/25/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 6/25/1990

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 4/19/1986

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MAG CAP

CRD#: 298398 / SEC#: 801-114023

RIA

Registered Investment Advisory firm - (9/21/2018 Approved)

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Contact information

Main Address

1076 Highland Colony Parkway Suite 291, Ridgeland, MS 39157

Mailing Address

Phone number

(601) 362-5872

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAG CAP FIRM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	3,743
AUM (Assets Under Management)	$ 1,482,714,109

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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IAR

Ridgeland, MS

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William B. Trusty

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Bruce Trusty's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEVEL FOUR FINANCIAL, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

Primary Firm SEC Registration

MAG CAP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/1993

Series 63

Date: 4/25/1986

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 6/25/1990

Series 7

Date: 4/19/1986

FINRA

Current Firm

MAG CAP

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAG CAP

TRUST BUT VERIFY

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