Skip to content

Joseph Benton Griffith

Investment adviser representative at Mwa Financial Services, Inc.
52 yearsExperience
1 stateRegistered in
$640MFirm assets
10 yearsFirm in business

Are you Joseph Benton Griffith? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

52 years in the industry.

  1. Mwa Financial Services, Inc.Aug 2003 to now
  2. Rental PropertyAug 2003 to now
  3. Modern Woodmen of AmericaSep 1996 to now
  4. Liberty AdvisorsSep 1974 to now
  5. Sports OfficiatingJan 1974 to Dec 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 1 state (NC).

Mwa Financial Services, Inc.

$640MAssets managed
2,012Clients
213Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3073993
Firm CRD
112630
Advisor's SEC record (opens in a new tab)
CallContact this firm