Advisor at MWA Financial Services Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MWA Financial Services Inc.
Location
Asheboro, NC 27203
Credentials
Series 66
Industry experience
2 years
$25 to $5,000 for financial planning services
0.25% - 1.50% annually (adviser managed accounts and third-party managed accounts)
Commission-based fees on brokerage transactions including equity, bond, UIT, and REIT products; varies depending on investment product and transaction
$25 to $300 per hour for financial planning services
Account minimum: $50,000 Fee-only: Hourly fees from $25 to $300 per hour; Flat fees from $25 to $5,000 for financial planning services
MWA Financial Services Inc
2023 - Present (3 years)
Modern Woodmen of America
2023 - Present (3 years)
Macro Integration Services
2022 - 2022 (1 year)
Ymca
2019 - 2020 (1 year)
Shoe Show Inc.
2017 - 2023 (6 years)
Ten-aqua Park
2016 - 2017 (1 year)
Student at Uwharrie Charter Adacemy
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Ramseur, NC
Fidelity
Mark Little is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has more than two decades of experience in the financial industry, with 19 years at Fidelity. Mark's approach to financial planning focuses on understanding clients' financial goals, motivations, and preferences. He works closely with clients to develop, implement, and evaluate personalized financial plans that adapt to changes in their lives. Mark's professional experience includes various roles at Fidelity Investments, such as Senior Relationship Manager from 2018 to 2021, Branch Service Manager from 2016 to 2018, Senior Manager from 2008 to 2016, and Manager from 2006 to 2008. Prior to joining Fidelity, he was a Team Manager at Ameritrade from 2001 to 2006. Outside of his professional work, Mark has interests that include camping, food, military service, and soccer.
CFP®, Series 63, Series 65
Asheboro, NC
Edward Jones
Series 63, Series 66
Asheboro, NC
Shepherd Wealth Management
CFP®, Series 63, Series 65
Asheboro, NC
Global Retirement Partners LLC
Series 66
Asheboro, NC
Credit Union Investment Services
Series 66
Asheboro, NC
Kestra Advisory
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