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Lowell E Macher

Magnolia Financial Planning Services, Inc.

Seneca, SC

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Current Employers
Magnolia Financial Planning Services, Inc.

414 Old Clemson Highway, Seneca, SC 29672 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-07-24
NC RA APPROVED 2018-07-13
GA RA APPROVED 2018-03-07
SC RA APPROVED 2009-05-21
  • FL RA
    APPROVED
    Since 2018-07-24
  • NC RA
    APPROVED
    Since 2018-07-13
  • GA RA
    APPROVED
    Since 2018-03-07
  • SC RA
    APPROVED
    Since 2009-05-21

Branch Locations

414 Old Clemson Highway, Seneca, SC 29672 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dominion Mortgage & F/S Inc Anderson SC 06/1996 12/2022
Magnolia Financial Planning Services Inc. Seneca SC 01/2000 Present
Veridos Capital Llc Tamarac FL 08/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-16
S63 Uniform Securities Agent State Law Examination 1997-04-08
  • S65 Uniform Investment Adviser Law Examination
    1999-04-16
  • S63 Uniform Securities Agent State Law Examination
    1997-04-08

View on SEC IAPD

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Other Offices

IQ CAPITAL STRATEGY LLC · SENECA, SC
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WELLS FARGO CLEARING SERVICES, LLC · SENECA, SC
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EDWARD JONES · SENECA, SC
CETERA INVESTMENT ADVISERS LLC · SENECA, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Seneca, SC
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