Daryn Ray Trogdon
Investment adviser representative at Mwa Financial Services, Inc.
11 yearsExperience
1 stateRegistered in
$640MFirm assets
10 yearsFirm in business
Are you Daryn Ray Trogdon? 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
11 years in the industry.
- Mwa Financial Services Inc.Jul 2023 to now
- Modern Woodmen of AmericaMay 2023 to now
- Macro Integration ServicesJun 2022 to Jul 2022
- YmcaSep 2019 to Feb 2020
- Shoe Show Inc.Jan 2017 to Aug 2023
- Ten-aqua ParkMay 2016 to Sep 2017
- Student At Uwharrie Charter AdacemyAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7780250
- Firm CRD
- 112630