Charles Adam Kelsey

Employer firm

Mutual Advisors, LLC CRD 167658

$8.55B regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → Present
  Us Army
  Dallas, TX
• 05/2014 → 02/2019
  National Financial Services Llc
  Westlake, TX
• 02/2019 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 02/2019 → Present
  Mutual Advisors, Llc.
  Omaha, NE

Previous Registrations

• 2010-03-25 → 2014-04-29
  Td Ameritrade, Inc.
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
  Westlake, TX
  Westlake, TX
• 2010-03-25 → 2014-04-29
  Td Ameritrade Investment Management, Llc
  Ft. Worth, TX

Other Businesses

1. US Army Reserve, Start Date: 05/2006, 13825 Hanson St, Sloan, NV 89054, Military, Intelligence Officer, Intelligence, Not Investment Related, 30 hours per month, 0 hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-06-08
• S63 Uniform Securities Agent State Law Examination
  2007-11-15

Other Names

• Charles Kelsey