Andrew Lee Mcneal

Employer firm

Mwa Financial Services Inc. CRD 112630

$640M regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 05/2018
  Metals Usa
  Pleasant Garden, NC
• 01/2003 → Present
  Self Employed/Owner
  Liberty, NC
• 07/2018 → Present
  Modern Woodmen Of America
  Rock Island, IL
• 02/2018 → Present
  Mwa Financial Services Inc
  Rock Island, IL
• 02/2020 → Present
  Legal Shield
  Greensboro, NC

Other Businesses

AMC Group LLC, non-inv. Liberty, NC. 1/2015 Owner, lawn care business. 40 non-inv/0 inv.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-12
• S63 Uniform Securities Agent State Law Examination
  2019-03-04

Other Names

• Drew Lee Mcneal