Morgan Alley is a CFP-designated registered investment advisor at Mwa Investments, LLC, based in White Stone, VA, with 15 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 38 clients with $250M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
127 Tabbs Choice Road, White Stone, VA, 22578
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Morgan is a partner in the law firm of Dunton, Simmons & Duton, L.L.P., working in estate planning, estate administration, taxation, and corporate law since 1996. Morgan dedicates approximately full-time hours to this legal work.
Employment History
Current Registrations
Mwa Investments, LLC
State Registrations2 states
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