Mutual Advisors, LLC

Mutual Advisors, LLC (CRD# 167658) is a financial advisory firm headquartered in Casper, WY. They manage $477,905,679 in 1,348 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    478
    MILLION
  • Total Number of Accounts
    1,348
    ACCOUNTS
  • Average Account Value
    $354,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, HI, ID, NC, NE, NH, NJ, NV, OR, PA, TX, UT, VA, WA

Financial Advisors at Mutual Advisors, LLC
Showing 1 - 10 of 44 top financial advisors.
1
Andrew R. Fuller
CRD#: 2585202
1551 Three Crowns Dr., Suite 100, Casper, WY 82604
96
Wealthminder
score

Andrew Fuller (CRD# 2585202) is an Investment Advisor Representative working at Mutual Advisors, LLC in Casper, WY and has over 22 years of experience in the finance industry.

2
Bradley S. Sullivan
CRD#: 4733405
807-a Camarillo Springs Road, Camarillo, CA 93012
96
Wealthminder
score

Bradley Sullivan (CRD# 4733405) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 13 years of experience in the finance industry. Bradley Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Marvin H. Baker
CRD#: 1842157
Paradise, CA
93
Wealthminder
score

Marvin Baker (CRD# 1842157) is an Investment Advisor Representative working at Mutual Advisors, LLC in Paradise, CA and has over 26 years of experience in the finance industry.

4
Franklin M. Bayol
CRD#: 15447
Rio Vista, CA
93
Wealthminder
score

Franklin Bayol (CRD# 15447) is an Investment Advisor Representative working at Mutual Advisors, LLC in Rio Vista, CA and has over 34 years of experience in the finance industry.

5
Steven L. Boggs
CRD#: 1643689
Santa Ana, CA
93
Wealthminder
score

Steven Boggs (CRD# 1643689) is an Investment Advisor Representative working at Mutual Advisors, LLC in Santa Ana, CA and has over 25 years of experience in the finance industry.

6
Dylan D. Brooks
CRD#: 4688151
220 S. Pine Street, Telluride, CO 81435
93
Wealthminder
score

Dylan Brooks (CRD# 4688151) is an Investment Advisor Representative working at Mutual Advisors, LLC in Telluride, CO and has over 14 years of experience in the finance industry.

7
Randal R. Carson
CRD#: 872114
807 A Camarillo Springs Road, Camarillo, CA 93012
93
Wealthminder
score

Randal Carson (CRD# 872114) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 30 years of experience in the finance industry.

8
Julie L. Cohen
CRD#: 1424275
807 A Camarillo Springs Road, Camarillo, CA 93012
93
Wealthminder
score

Julie Cohen (CRD# 1424275) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 25 years of experience in the finance industry.

9
Nicholas A. Damiani
CRD#: 5669491
807 A Camarillo Springs Road, Camarillo, CA 93012
93
Wealthminder
score

Nicholas Damiani (CRD# 5669491) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 6 years of experience in the finance industry.

10
Gordon B. Enticknap
CRD#: 4348609
5190 7th Street, Carpinteria, CA 93013
93
Wealthminder
score

Gordon Enticknap (CRD# 4348609) is an Investment Advisor Representative working at Mutual Advisors, LLC in Carpinteria, CA and has over 16 years of experience in the finance industry.

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