Arthur
Chamberlain

Mwa Financial Services Inc

CRD#1402373
Investment Advisor
in Lewiston, ME

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About this Advisor

Arthur Chamberlain is a chartered financial consultant based in Lewiston, Maine, with 11 years of work experience. Chamberlain is an advisor for Mwa Financial Services Inc. Their career trajectory has included roles at Modern Woodmen Of America and Mwa Financial Services Inc. Chamberlain maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Alaska, Florida, Maine and New Hampshire. Mwa Financial Services Inc is a business operating in Lewiston, Maine. The firm has offices in 45 locations and a total of 673 employees. It administers $27 million in assets under management among its 161 client accounts, making it one of the smaller investment advisory firms in the country by assets under management. The firm advises two charitable organizations. Of its 161 customer accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules vary depending on which service is provided. However, fee types billed by Mwa Financial Services Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

11 years

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

Disclosures

No

Office Location

184 Webster Street Suite 102
Lewiston, ME 04240

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Mwa Financial Services Inc Brokerage Details

Total Assets Under Management

$26,879,706

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

673

ME Average: 44
Total Number of Accounts

161

ME Average: 2,564
Average Account Size

$166,955

ME Average: $2,603,165

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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

Arthur Chamberlain Work History

Arthur has 11 years of experience.

2009 - Present (12 years)

Modern Woodmen Of America

2009 - Present (12 years)

Mwa Financial Services Inc

Disclosures

Arthur Chamberlain has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mwa Financial Services, Inc

Amanda Mowry
Delaware, OH
Zachary Mcdowell
Cary, NC
Bennett Sperber
Ontario, CA
Jefferey Zhu
Orange, CA
Samuel Nielson
Ogden, UT
Daniel Lloyd
Milwaukee, WI
Martha Litz
Roanoke, VA
Lucas Hill
Greenwood, IN

This content was compiled from the SEC and FINRA.

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