Scott
Mcdonald
Mwa Financial Services Inc
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About this Advisor
Scott Mcdonald is a chartered financial consultant working out of Scarborough, Maine with 6 years of industry experience. Mcdonald currently works for Mwa Financial Services Inc. Mcdonald has gained experience at Mwa Financial Services, Inc and Modern Woodmen Of America. Mcdonald holds a Series 63 license, designating them as a securities broker, and is able to operate in Maine. Mwa Financial Services Inc is an advisory business based out of Rock Island, IL. It has offices in 61 locations and a total of 689 employees. It manages $136 million in total assets among its 987 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 987 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely are based on which services are provided. However, fee types charged by Mwa Financial Services Inc likely include some blend 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
Scott Mcdonald Work History
Scott has been registered as a financial advisor for 6 years.*
Mwa Financial Services, Inc
Modern Woodmen Of America
*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 Scott Mcdonald 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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