Patricia T Flores

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 → Present
  Mutual Securities, Inc
  Camarillo, CA
• 01/2010 → 01/2020
  Self
  Tulare, CA
• 02/2015 → Present
  Mutual Advisors, Llc
  Omaha, NE

Previous Registrations

• 2011-11-22 → 2016-02-03
  Northwest Asset Management Corp
  Visalia, CA

Other Businesses

1.TAX SOLUTIONS, SOLE PROPRIETORSHIP, START: 01/2009, 1574 BEN FRANKLIN AVE, TULARE, CA 93274, TAX PREPARATION/ACCOUNTING, NOT INVESTMENT-RELATED, 40 HOURS PER MONTH DURING TAX SEASON, 0 HOURS PER DAY DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-10

Other Names

• Patricia T Villa