Andrew Lee Mcneal

Mwa Financial Services, INC.

6 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Mwa Financial Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

145 advisors

Number of Clients

2,298 clients

Average Client Portfolio

$164K average

Assets Under Management

$376.9M

Fee Structure

Location

Liberty, NC

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Andrew is a legal service agent for Legalshield in Greensboro, NC, since 2020. This activity is not investment-related.

Employment History

Current Registrations

Mwa Financial Services, INC.

March 2024 - Present · 1 yr 11 mos

Mwa Financial Services INC.Broker

February 2019 - Present · 7 yrs

State Registrations6 states

GANCPASCTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.