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
Stan Dungca (CRD# 6196738) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 4 years of experience in the finance industry.
Daniel Dunlap (CRD# 5276291) is an Investment Advisor Representative working at Mutual Advisors, LLC in Latrobe, PA and has over 16 years of experience in the finance industry.
Bruce Eckfeldt (CRD# 5574202) is an Investment Advisor Representative working at Mutual Advisors, LLC in Mercer Island, WA and has over 12 years of experience in the finance industry. Bruce Eckfeldt 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.
Jonathan Fairbanks (CRD# 1237500) is an Investment Advisor Representative working at Mutual Advisors, LLC in Hartford, CT and has over 39 years of experience in the finance industry.
Kent Fisher (CRD# 3272619) is an Investment Advisor Representative working at Mutual Advisors, LLC in Chapel Hill, NC and has over 10 years of experience in the finance industry. Kent Fisher 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.
Patricia Flores (CRD# 5830800) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 11 years of experience in the finance industry.
Michael Follese (CRD# 1625081) is an Investment Advisor Representative working at Mutual Advisors, LLC in Minneapolis, MN and has over 36 years of experience in the finance industry.
Jeffrey Fox (CRD# 5637876) is an Investment Advisor Representative working at Mutual Advisors, LLC in Chesterfield, MO and has over 13 years of experience in the finance industry. Jeffrey Fox 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.
Mark Garcia (CRD# 6981612) is an Investment Advisor Representative working at Mutual Advisors, LLC in Sweetwater, TX and has over 4 years of experience in the finance industry.
Paul Gianotti (CRD# 4603254) is an Investment Advisor Representative working at Mutual Advisors, LLC in Kankakee, IL and has over 20 years of experience in the finance industry.