Charles Robert Aikins

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

• 07/2010 → 12/2019
  Securities America Inc.
  La Vista, NE
• 06/2012 → 12/2019
  Securities America Advisors, Inc.
  La Vista, NE
• 08/2020 → 11/2021
  Mutual Of Omaha Investor Services
  Omaha, NE
• 12/2019 → 08/2020
  Un-Employed
  Omaha, NE
• 11/2021 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 11/2021 → Present
  Mutual Advisors, Llc.
  Omaha, NE

Previous Registrations

• 2020-08-18 → 2021-11-18
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE
• 2012-06-08 → 2019-12-11
  Securities America Advisors, Inc.
  Loomis, CA
  La Vista, NE

Exams

• S66 Uniform Combined State Law Examination
  2012-05-22
• S63 Uniform Securities Agent State Law Examination
  1995-06-08

Other Names

• Chuck Aikins
• C Robert Aikins
• Charles Robert Aikins
• Charles Robert Aikins
• Charles Robert Aikins