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Mutual Advisors, LLC CRD 167658
$8.55B regulatory AUM 30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-07-01 |
Branch Locations
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Securities Inc | Camarillo | CA | 05/2011 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 07/2013 | Present |
1. Campbell, Kissen Financial, LLC., Start Date: 06/20/2006, 5320 Bindewald Rd., Torrance, CA 90505, LLC, Administrative Operations, This Entity is being used for operational and tax reporting purposes, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 06/20/2006, 5320 Bindewald Rd., Torrance, CA 90505, N/A, Conduct Insurance Transactions, Insurance Agent, Conduct Life, Universal Life, Non-Indexed Linked Annuity, and Long-Term Care Transactions, Not Investment Related, 1-2 Hours per month. 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-30 |
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