Landon Tate (CRD# 7429789) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Raleigh, NC and has over 2 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mwa Financial Services Inc. | Rock Island, IL | Sep 2021 - Current | 2 |
| Modern Woodmen Of America | Rock Island, IL | Oct 2020 - Current | 3 |
| Campbell University | Buies Creek, NC | Aug 2018 - Current | 5 |
| Larry Adcock Builders | Oxford, NC | Sep 2015 - Jul 2021 | 5 |
| Nc Game On Sports | Mocksville, NC | Jul 2017 - Jun 2021 | 3 |
| Granville Central High School | Stem, NC | Aug 2014 - Jun 2018 | 3 |
| City Of Oxford | Oxford, NC | Feb 2016 - Jul 2017 | 1 |
| Northern Granville Middle School | Oxford, NC | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- NC
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Total Assets Under Management136MILLIONS
-
Total Number of Accounts987ACCOUNTS
-
Average Account Value$137,398
- 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, LA, 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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