LM
Lowell E. Macher
MAGNOLIA FINANCIAL PLANNING SERVICES
Seneca, SC 29672
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CRD#: 2846041
LM
Professional summary
Lowell E Macher is a registered financial advisor currently at MAGNOLIA FINANCIAL PLANNING SERVICES, INC. located in Seneca, South Carolina.
Lowell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Lowell has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 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.
DOMINION MORTGAGE & F/S INC-PRESIDENT. STARTED AND INC IN 9/97-PRESENT. THE COMPANY ORIGINATE MORTGAGES AND I SELL THEM TO VARIOUS BANKS. HOURS ARE 9-5. MY MORTGAGE BECOME MY INSURANCE AND INVESTMENT CLIENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Lowell E Macher's 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®
NoneExperience
Current
May 21, 2009 - Present
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
Office #1: 414 Old Clemson Highway, Seneca, SC 29672RIA
CRD#: 135759
Seneca, SC
Past
September 6, 2000 - March 24, 2005
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
February 6, 1998 - October 23, 2000
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
Past
December 1, 1997 - December 24, 1997
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
GLEN ALLEN, VA
Past
April 16, 1997 - December 1, 1997
FORTH FINANCIAL SECURITIES, CORPORATION
BD
CRD#: 14363
RICHMOND, VA
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".
MF
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
BRYANT, ROBBY THOMAS | MAGNOLIA FINANCIAL PLANNING SERVICES, INC. | CANOPY GREENVILLE LLC | CANOPY FINANCIAL PLANNING LLC
CRD#: 135759 / SEC#: 801-114454
RIA
Registered Investment Advisory firm - (12/17/2018 Approved)Florida
Registered Investment Advisory firm - (12/27/2018 Terminated)Georgia
Registered Investment Advisory firm - (12/27/2018 Terminated)North Carolina
Registered Investment Advisory firm - (12/27/2018 Terminated)South Carolina
Registered Investment Advisory firm - (12/27/2018 Terminated)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.Highlighted states indicate IAR registrations
IAR
Florida(7/24/2018)
IAR
Georgia(3/7/2018)
IAR
North Carolina(7/13/2018)
IAR
South Carolina(5/21/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
MF
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
BRYANT, ROBBY THOMAS | MAGNOLIA FINANCIAL PLANNING SERVICES, INC. | CANOPY GREENVILLE LLC | CANOPY FINANCIAL PLANNING LLC
CRD#: 135759 / SEC#: 801-114454
RIA
Registered Investment Advisory firm - (12/17/2018 Approved)Florida
Registered Investment Advisory firm - (12/27/2018 Terminated)Georgia
Registered Investment Advisory firm - (12/27/2018 Terminated)North Carolina
Registered Investment Advisory firm - (12/27/2018 Terminated)South Carolina
Registered Investment Advisory firm - (12/27/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
414 Old Clemson Highway, Seneca, SC 29672
Mailing Address
Phone number
(864) 886-9766
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 252 |
| AUM (Assets Under Management) | $ 191,527,789 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD#: 135759Seneca, SC 29672TRUST BUT VERIFY
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