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
Michael Giongo (CRD# 2099188) is an Investment Advisor Representative working at Mutual Advisors, LLC in Spring City, PA and has over 28 years of experience in the finance industry.
Ryan Goosen (CRD# 6759648) is an Investment Advisor Representative working at Mutual Advisors, LLC in Caledonia, MI and has over 6 years of experience in the finance industry.
William Greene (CRD# 1593431) is an Investment Advisor Representative working at Mutual Advisors, LLC in Clayton, MO and has over 23 years of experience in the finance industry.
Rebecca Haugh (CRD# 5067082) is an Investment Advisor Representative working at Mutual Advisors, LLC in Beaver, PA and has over 15 years of experience in the finance industry. Rebecca Haugh 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.
Brian Hays (CRD# 1949958) is an Investment Advisor Representative working at Mutual Advisors, LLC in Cypress, TX and has over 34 years of experience in the finance industry.
David Henderson (CRD# 4708256) 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.
Hugh Hendrix (CRD# 2454703) is an Investment Advisor Representative working at Mutual Advisors, LLC in Clayton, MO and has over 29 years of experience in the finance industry.
Dennis Hennessy (CRD# 1088298) is an Investment Advisor Representative working at Mutual Advisors, LLC in Clayton, MO and has over 40 years of experience in the finance industry.
Pedro Hero (CRD# 2942729) is an Investment Advisor Representative working at Mutual Advisors, LLC in San Antonio, TX and has over 25 years of experience in the finance industry. Pedro Hero 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.
Cortnie Hodder (CRD# 6124477) is an Investment Advisor Representative working at Mutual Advisors, LLC in Casper, WY and has over 9 years of experience in the finance industry. Cortnie Hodder 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.