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Meghann Laryn Cross

MWA Financial Services Inc.

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About Meghann Laryn Cross

Meghann Cross is a financial advisor with MWA Financial Services Inc. Meghann is registered to provide investment advice in Texas and the District of Columbia and is licensed to sell securities in Texas. Meghann holds the Series 7TO, Series 52 and Series 66 licenses. Meghann has been in the financial services industry since 2012. In addition to working with MWA Financial Services Inc., Meghann has previously worked with Associated Bond Brokers, Inc. Meghann specializes in working with individuals, corporations and charitable organizations.

Firm Information

Meghann Cross is currently registered with MWA Financial Services Inc.. MWA Financial Services Inc. is a Corporation formed in February 2001 and headquartered in ROCK ISLAND, IL. They provide financial planning and investment advisory services to individuals, corporations, and charitable organizations. They have a strong presence in the US, with registered representatives in 52 states. MWA Financial Services Inc. manages over $216 million in assets and specializes in serving individuals other than high-net-worth clients.
MWA Financial Services Inc.

1701 1ST AVENUE

ROCK ISLAND, IL 61201

$216.09M

Assets Under Management

14

Total Clients

525

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Meghann Cross’s Registration & Firm History

TX

03/03/2023 - Present

MWA Financial Services Inc. (Denton TX)

TX

12/19/2012 - 02/27/2014

ASSOCIATED BOND BROKERS, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 10/31/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/03/2021

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2012

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Meghann Laryn Cross. Review regulatory record here.
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