David
Dennis
Mwa Financial Services Inc
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About this Advisor
David Dennis is a chartered financial consultant based out of Decatur, Georgia with 1 year of relevant experience. Dennis is an employee of Mwa Financial Services Inc. Dennis has gained experience at American General Life & Accident Co, Sagepoint Financial, Transamerica Financial Advisors, Inc, Western And Southern Life, Aig Financial Network, Tan, Modern Woodmen Of America and Mwa Financial Services. Dennis has a Series 63 license, which qualifies them as a securities representative, and can work in Georgia. Mwa Financial Services Inc is a financial advisory firm headquartered in Rock Island, IL. The firm has offices in 61 locations and a total of 689 people on staff. It handles $136 million in assets among its 987 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves four charities and foundations. Of its 987 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. Mwa Financial Services Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types charged by Mwa Financial Services Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mwa Financial Services Inc Brokerage Details
$135,611,907
689
987
$137,398
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
David Dennis Work History
David has been registered as a financial advisor for 1 years.*
Modern Woodmen Of America
Mwa Financial Services
Transamerica Financial Advisors, Inc
Tan
Western And Southern Life
Sagepoint Financial
American General Life & Accident Co
Aig Financial Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Dennis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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