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
Pikeville, KY 41501
Credentials
Series 63, Series 65
Industry experience
5 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
2020 - Present (6 years)
Modern Woodmen Of America
2019 - Present (7 years)
At&t Telecommunications
2005 - 2020 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Prestonsburg, KY
Edward Jones
ChFC®, Series 63
Belfry, KY
First Financial Coaching, Inc.
Series 63, Series 65
Pikeville, KY
Calton & Associates, Inc.
Series 66
Pikeville, KY
Calton & Associates, Inc.
Series 63, Series 65
Pikeville, KY
U.S. Bancorp Advisors, LLC
Series 63, Series 66
Pikeville, KY
U.S. Bancorp Advisors, LLC
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