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Robert Forrest Ryals

Magnolia Wealth Management LLC

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About Robert Forrest Ryals

Robert Ryals is an Investment Advisor Representative at Magnolia Wealth Management LLC. Robert is licensed in Alabama, Florida, and Georgia. Robert provides financial planning and portfolio management services for individuals and businesses. Robert has been a registered Investment Advisor since February 2022. Robert is a graduate of Troy University and holds a Series 65 license. Robert is also an insurance agent and may provide insurance services outside of the scope of securities trading.

Firm Information

Robert Ryals is currently registered with Magnolia Wealth Management LLC. Magnolia Wealth Management LLC is a registered investment advisor based in Dothan, Alabama. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. As of its most recent regulatory filing, Magnolia Wealth Management LLC manages approximately $158 million in assets for 828 clients. The firm also offers selection of other advisors and has a website and social media presence.
Magnolia Wealth Management LLC

1535 HONEYSUCKLE ROAD

DOTHAN, AL 36305

$158.09M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Ryals’s Registration & Firm History

AL

02/28/2022 - Present

Magnolia Wealth Management LLC (DOTHAN AL)

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Licenses & Designations

IA

Issued 02/04/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Forrest Ryals.
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