Brandon
Millard
Mwa Financial Services Inc
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About this Advisor
Brandon Millard is a financial advisor working out of Loudon, Tennessee with 1 year of industry experience. Millard works at Mwa Financial Services Inc. The advisor has gained experience at Smoky Mountain Window Tinting, Dick'S Sporting Goods, Smoky Mountain Window Tinting - Knoxville, Modern Woodmen Of America, Mwa Financial Services Inc, Loudon High School and University Of Tennessee. Millard has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Tennessee. Mwa Financial Services Inc is a firm that has its headquarters in Rock Island, IL. It has offices in 61 locations and a total of 689 advisors. It manages $136 million in total assets among its 987 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 987 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets. Mwa Financial Services Inc performs a number of services, such as 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 vary depending on the financial services. However, fee types charged by Mwa Financial Services Inc likely are comprised of some combination 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
Brandon Millard Work History
Brandon has been registered as a financial advisor for 1 years.*
Modern Woodmen Of America
Mwa Financial Services Inc
Smoky Mountain Window Tinting - Knoxville
Dick'S Sporting Goods
University Of Tennessee
Smoky Mountain Window Tinting
Loudon High 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 Brandon Millard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mwa Financial Services, Inc
Rancho Mirage, CA
Prairie Du Sac, WI
Ontario, CA
Cincinnati, OH
Raleigh, NC
Loudon, TN
Roanoke, VA
Laguna Hills, CA
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