Liana Jo Magner
Investment adviser representative at Natixis Advisors, LLC
28 yearsExperience
1 stateRegistered in
CFADesignation
$108.7BFirm assets
Are you Liana Jo Magner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
28 years in the industry.
- Natixis Advisors, LLCNov 2021 to now
- Natixis Distribution, LLCNov 2021 to now
- Marsh Insurance & Investments CorporationJun 2003 to Oct 2021
- William M. MercerNov 1998 to Oct 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Natixis Advisors, LLC
$108.7BAssets managed
115,562Clients
57Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2574379
- Firm CRD
- 106800