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Taylor Archer

Mwa Financial Services, INC.
7 Years of Experience
Roanoke Rapids, NC
1 DisclosureBroker
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Taylor Archer is a registered investment advisor at Mwa Financial Services, INC., based in Roanoke Rapids, NC, with 7 years of industry experience. Taylor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,012 clients with $640M in assets under management.

Mwa Financial Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
213 advisors
Number of Clients
2,012 clients
Average Client Portfolio
$318K average
Assets Under Management
$640.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Adviser-managed and third-party managed accounts charge annual fees ranging from 0.25% to 1.50% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

22 East 10th Street, Roanoke Rapids, NC, 27870

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History

Regulatory History (1)
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Criminal
March 2016
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Mwa Financial Services, INC.
October 2024 - Present · 2 yrs
Mwa Financial Services INC.Broker
October 2024 - Present · 2 yrs
Previous Registrations
Principal Securities, INC.
November 2019 - October 2024 · 4 yrs 11 mos
Principal Securities, INC.Broker
August 2019 - October 2024 · 5 yrs 2 mos
State Registrations4 states
GANCVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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