Mutual Advisors, LLC
Mutual Advisors, LLC (CRD# 167658) is a financial advisory firm headquartered in Casper, WY. They manage $5,305,999,278 in 20,842 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management5,306MILLION
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Total Number of Accounts20,842ACCOUNTS
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Average Account Value$254,582
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
David Boydell (CRD# 1817613) is an Investment Advisor Representative working at Mutual Advisors, LLC in Sonoma, CA and has over 29 years of experience in the finance industry. David Boydell 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.
Edward Bunting (CRD# 3027960) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 25 years of experience in the finance industry.
Eric Campbell (CRD# 1057931) is an Investment Advisor Representative working at Mutual Advisors, LLC in Los Angeles, CA and has over 34 years of experience in the finance industry.
Randal Carson (CRD# 872114) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 35 years of experience in the finance industry.
Dawn Claussen (CRD# 5445747) is an Investment Advisor Representative working at Mutual Advisors, LLC in Bellevue, NE and has over 15 years of experience in the finance industry.
Julie Cohen (CRD# 1424275) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 30 years of experience in the finance industry.
James Coleman (CRD# 1128419) is an Investment Advisor Representative working at Mutual Advisors, LLC in Ojai, CA and has over 39 years of experience in the finance industry.
Richard Collop (CRD# 4537704) is an Investment Advisor Representative working at Mutual Advisors, LLC in Chesterfield, MO and has over 20 years of experience in the finance industry. Richard Collop 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.
Christian Cordoba (CRD# 2271129) is an Investment Advisor Representative working at Mutual Advisors, LLC in El Segundo, CA and has over 30 years of experience in the finance industry. Christian Cordoba 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.
Alexander Cross (CRD# 4759369) is an Investment Advisor Representative working at Mutual Advisors, LLC in Saint Petersburg, FL and has over 18 years of experience in the finance industry.