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Conrad Raunal Lyon

Mutual Advisors, LLC

West Hills, CA

Camarillo, CA

CRD 4916883

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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:

Current Employers
Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-26
  • CA RA
    APPROVED
    Since 2025-06-26

Branch Locations

West Hills, CA • United States

807-A Camarillo Springs Rd, Camarillo, CA 93012 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pacific Global Investment Management Company Glendale CA 10/2019 05/2025
Unemployed West Hills CA 01/2016 10/2019
Mutual Advisors, Llc. Camarillo CA 06/2025 Present
  • 10/2019 → 05/2025
    Pacific Global Investment Management Company
    Glendale, CA
  • 01/2016 → 10/2019
    Unemployed
    West Hills, CA
  • 06/2025 → Present
    Mutual Advisors, Llc.
    Camarillo, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-12-23
  • S63 Uniform Securities Agent State Law Examination
    2005-12-23
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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