Simone Cockrell
Investment adviser representative at Mwa Financial Services, Inc.
21 yearsExperience
1 stateRegistered in
$640MFirm assets
10 yearsFirm in business
Are you Simone Cockrell? Claim your profile
Contact this firm
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
21 years in the industry.
- Mwa Financial Services Inc.Mar 2024 to now
- Modern Woodmen of AmericaJan 2024 to now
- Planmember Securities CorporationSep 2021 to Mar 2024
- Fed ExFeb 2021 to Jul 2021
- Teachers Financial ServicesSep 2020 to Mar 2024
- Team 4 USep 2020 to Mar 2024
- Brothers and Sisters Trucking Company LLCMay 2019 to Oct 2019
- Simone Cockrell (self Employed)Mar 2019 to Mar 2024
- Dallas Police DepartmentOct 2005 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7396896
- Firm CRD
- 112630