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
Christopher Duke (CRD# 5758549) is an Investment Advisor Representative working at Mutual Advisors, LLC in Campbell, CA and has over 14 years of experience in the finance industry.
Stan Dungca (CRD# 6196738) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 5 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 13 years of experience in the finance industry.
Jonathan Fairbanks (CRD# 1237500) is an Investment Advisor Representative working at Mutual Advisors, LLC in Hartford, CT and has over 40 years of experience in the finance industry.
Patricia Flores (CRD# 5830800) is an Investment Advisor Representative working at Mutual Advisors, LLC in Visalia, CA and has over 12 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 37 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.
Mark Garcia (CRD# 6981612) is an Investment Advisor Representative working at Mutual Advisors, LLC in Sweetwater, TX and has over 5 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 21 years of experience in the finance industry.