Courtney Franklin Lankford
Investment adviser representative at Mag Cap
11 yearsExperience
1 stateRegistered in
$1.7BFirm assets
8 yearsFirm in business
Are you Courtney Franklin Lankford? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Mag CapDec 2025 to now
- Magnolia Capital Advisors, LLCMay 2024 to now
- Movement MortgageOct 2017 to now
- BbvaFeb 2020 to May 2021
- N/aDec 2015 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AL).
Mag Cap
Legal name: Magnolia Capital Advisors LLC
$1.7BAssets managed
1,566Clients
16Advisers
8 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
- 8197230
- Firm CRD
- 298398