Landon
Tate
Mwa Financial Services Inc
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About this Advisor
Landon Tate is a financial advisor operating in Raleigh, North Carolina who has 1 year of relevant experience. Tate currently works for Mwa Financial Services Inc. Tate has gained experience at Larry Adcock Builders, City Of Oxford, Nc Game On Sports, Modern Woodmen Of America, Northern Granville Middle School, Granville Central High School, Campbell University and Mwa Financial Services Inc. Tate maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Mwa Financial Services Inc is an advisory firm based in Rock Island, IL. It has offices in 61 locations and a total of 689 employees. It controls $136 million in assets under management among its 987 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves four charitable organizations. Of its 987 client accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets. The company offers 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. Financial management fee schedules usually depend on the type of services. However, fee types charged by Mwa Financial Services Inc most likely include 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
Landon Tate Work History
Landon has been registered as a financial advisor for 1 years.*
Mwa Financial Services Inc
Modern Woodmen Of America
Campbell University
Nc Game On Sports
City Of Oxford
Larry Adcock Builders
Granville Central High School
Northern Granville Middle School
*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 Landon Tate 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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