Victor
Nwaba

Mwa Financial Services Inc

CRD#7260100
Investment Advisor
in Encino, CA

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About this Advisor

Victor Nwaba is a financial advisor based in Encino, California, working with Mwa Financial Services Inc. Victor has previously held positions at Shift Auto Sales, Modern Woodmen Of America, Smart And Final, Shoe Palace, College Of The Canyons, Academy Of Art University, Whittier College, and Mwa Financial Services Inc. Victor has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Victor is part of Mwa Financial Services Inc, which operates out of Encino, California. The firm has 81 offices and 685 employees. The firm manages assets totaling $216.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mwa Financial Services Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16133 Ventura Boulevard Ste. 700
Encino, CA 91436

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$216,092,715

CA Average: $6,674,516,078
Total Number of Employees

685

CA Average: 44
Total Number of Accounts

1,432

CA Average: 2,564
Average Account Size

$150,903

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Victor Nwaba Work History

2020 - Present (5 years)

Mwa Financial Services Inc

2019 - Present (6 years)

Modern Woodmen Of America

2018 - 2019 (1 year)

Shift Auto Sales

2017 - 2019 (2 years)

Whittier College

2016 - 2017 (1 year)

Shoe Palace

2016 - 2017 (1 year)

Academy Of Art University

2014 - 2016 (2 years)

College Of The Canyons

2012 - 2015 (3 years)

Smart And Final

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Victor Nwaba to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mwa Financial Services, Inc

Kyle Lepley
Mansfield, OH
Ryan Bowling
Maumee, OH
Saul Lopez
Laguna Hills, CA
Brent Bice
Summerville, SC
Daryn Trogdon
Asheboro, NC
Lauren Stalnaker
Mansfield, OH
Bryan Clifton
Cincinnati, OH
Beau Jackson
Greenwood, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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