Mutual Advisors, LLC
Mutual Advisors, LLC (CRD# 167658) is a financial advisory firm headquartered in Omaha, NE. They manage $6,947,119,840 in 20,381 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management6,947MILLION
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Total Number of Accounts20,381ACCOUNTS
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Average Account Value$340,863
- 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
Jeffrey Wright (CRD# 4348439) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 21 years of experience in the finance industry.
Andrew Zinn (CRD# 2976679) is an Investment Advisor Representative working at Mutual Advisors, LLC in Cambria, CA and has over 26 years of experience in the finance industry.
Ricky Ackerman (CRD# 6685452) is an Investment Advisor Representative working at Mutual Advisors, LLC in El Segundo, CA and has 1 year of experience in the finance industry.
Christopher Barber (CRD# 5290755) is an Investment Advisor Representative working at Mutual Advisors, LLC in Modesto, CA and has over 17 years of experience in the finance industry.
Maili Bergman (CRD# 2530957) is an Investment Advisor Representative working at Mutual Advisors, LLC in El Segundo, CA and has over 2 years of experience in the finance industry.
Trevor Cross (CRD# 6977085) is an Investment Advisor Representative working at Mutual Advisors, LLC in Scottsdale, AZ and has over 4 years of experience in the finance industry.
Grant Dobbs (CRD# 7122285) is an Investment Advisor Representative working at Mutual Advisors, LLC in Saint Petersburg, FL and has 1 year of experience in the finance industry.
Madison Donovan (CRD# 7705688) is an Investment Advisor Representative working at Mutual Advisors, LLC in Campbell, CA and has 1 year of experience in the finance industry.
Anthony Fratello (CRD# 4896624) is an Investment Advisor Representative working at Mutual Advisors, LLC in El Segundo, CA and has over 4 years of experience in the finance industry.
Jacob Gall (CRD# 7764101) is an Investment Advisor Representative working at Mutual Advisors, LLC in Chesterfield, MO and has 1 year of experience in the finance industry.