Zachary
Mcdowell
Mwa Financial Services Inc
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About this Advisor
Zachary Mcdowell is a financial advisor operating in Raleigh, North Carolina with 5 years of relevant experience. Mcdowell is currently employed by Mwa Financial Services Inc. Mcdowell has gained experience at Merck, Revolution Mortgage, Griffin Distribution Partners, Modern Woodmen Of America and Mwa Financial Services Inc. Mcdowell maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in California, Colorado, Illinois, Michigan, North Carolina, Pennsylvania, Texas, Washington and West Virginia. Mwa Financial Services Inc is a financial advisory business based out of Rock Island, IL. It has offices in 61 locations and a total of 689 people on staff. It handles $136 million in total assets across its 987 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 987 customer accounts, just 2% belong to high-net-worth clients who have more than $1 million in investable assets. The firm performs 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 for financial management typically depend on which service is offered. However, fees billed by Mwa Financial Services Inc most likely consist of any 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
Zachary Mcdowell Work History
Zachary has been registered as a financial advisor for 5 years.*
Griffin Distribution Partners
Revolution Mortgage
Modern Woodmen Of America
Mwa Financial Services Inc
Merck
*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 Zachary Mcdowell 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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