William Alexander Burgess
Investment adviser representative at Mwa Financial Services, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Mwa Financial Services Inc.Apr 2023 to now
- Modern WoodmenNov 2022 to now
- Union County SchoolsJul 2020 to Sep 2022
- Anson County SchoolsJul 2019 to Jun 2020
- Beaufort County SchoolsJul 2018 to Jun 2019
- Jimmy John'sAug 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7726580
- Firm CRD
- 112630