Christopher Allen Duke

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

• 04/2010 → 11/2016
  Waddell & Reed, Inc.
  Campbell, CA
• 04/2010 → 11/2016
  Various Insurance Carriers For W & R Insurance Agencies
  San Jose, CA
• 04/2014 → 01/2018
  Central Christian Church
  San Jose, CA
• 11/2016 → 03/2022
  Silicon Valley Wealth Advisors, Llc
  San Jose, CA
• 01/2022 → Present
  Mutual Advisors, Llc
  Omaha, NE

Previous Registrations

• 2016-11-14 → 2022-03-21
  Silicon Valley Wealth Advisors, Llc
  San Jose, CA
• 2010-04-19 → 2016-11-16
  Waddell & Reed
  Los Gatos, CA
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2010-04-16

Designations

• Certified Financial Planner

Other Names

• Christopher Duke
• Chris Duke