Magnolia Wolkoff
Magnolia Wolkoff is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tigard, OR, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6855 SW Baylor St, Tigard, OR, 97223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Magnolia is an associate/employee at Kruse Woods Financial Partners, a support company, since 2018. She spends about half her time helping advisors facilitate client relationships.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations1 state
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