Daryn Trogdon (CRD# 7780250) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Asheboro, NC and has 1 year of experience in the finance industry.
CRD# 3262336
Creative Planning
CRD# 6078780
Raymond James Financial Services Advisors, Inc.
CRD# 5900008
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mwa Financial Services Inc. | Rock Island, IL | Jul 2023 - Current | < 1 |
| Modern Woodmen Of America | Rock Island, IL | May 2023 - Current | 1 |
| Shoe Show Inc. | Asheboro, NC | Jan 2017 - Aug 2023 | 6 |
| Macro Integration Services | Greensboro, NC | Jun 2022 - Jul 2022 | < 1 |
| Ymca | Wilmington, NC | Sep 2019 - Feb 2020 | < 1 |
| Student At Uwharrie Charter Adacemy | Asheboro, NC | Aug 2015 - Jun 2019 | 3 |
| Ten-aqua Park | Asheboro, NC | May 2016 - Sep 2017 | 1 |
| Unemployed | Asheboro, NC | Jun 2015 - Jul 2015 | < 1 |
| Student At Faith Christian School | Ramseur, NC | Aug 2014 - Jun 2015 | < 1 |
| Unemployed | Asheboro, NC | Jun 2014 - Jul 2014 | < 1 |
| South Eastern Randolph Middel School | Ramseur, NC | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- NC
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Total Assets Under Management216MILLIONS
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Total Number of Accounts1,432ACCOUNTS
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Average Account Value$150,903
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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