Emily
Harris
Mwa Financial Services Inc
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About this Advisor
Emily Harris is a financial advisor based in Tulsa, Oklahoma, working with Mwa Financial Services Inc. Emily has previously held positions at Modern Woodmen Of America, Mwa Financial Services, Inc, and Rental Property. Emily has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Emily is part of Mwa Financial Services Inc, which operates out of Tulsa, Oklahoma. The firm has 81 offices and 685 employees. The firm manages assets totaling $216.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mwa Financial Services Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Mwa Financial Services Inc Brokerage Details
$216,092,715
685
1,432
$150,903
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Emily Harris Work History
Rental Property
Mwa Financial Services, Inc
Modern Woodmen Of America
Disclosures
Please visit the SEC profile of Emily Harris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mwa Financial Services, Inc
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
