Andrew McNeal (CRD# 7073157) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Liberty, NC and has over 5 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legal Shield | Greensboro, NC | Feb 2020 - Current | 4 |
| Modern Woodmen Of America | Rock Island, IL | Jul 2018 - Current | 5 |
| Mwa Financial Services Inc. | Rock Island, IL | Feb 2018 - Current | 6 |
| Self Employed/owner | Liberty, NC | Jan 2003 - Current | 21 |
| Metals Usa | Pleasant Garden, NC | Mar 2016 - May 2018 | 2 |
| Quality Mechanical | Burlington, NC | Jan 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- 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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