Taylor Archer
Investment adviser representative at Mwa Financial Services, Inc.
17 yearsExperience
2 statesRegistered in
$640MFirm assets
10 yearsFirm in business
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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
17 years in the industry.
- Mwa Financial Services, Inc.Sep 2024 to now
- Modern Woodmen of AmericaSep 2024 to now
- Principal Securities Inc.Jun 2019 to now
- Principal Life Insurance CompanyJun 2019 to Dec 2022
- New Dixie Oil CorporationMay 2014 to Aug 2018
- East Carolina UniversityAug 2013 to Dec 2018
- Taylor Archer Dj ServiceMay 2009 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NC, VA).
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
- 7123474
- Firm CRD
- 112630