Financial ADVSR advisor directory · SEC adviser records
Mutual Advisors, LLC financial advisors in Washington
Every SEC-registered investment adviser representative at a Mutual Advisors, LLC office in Washington, by city and A to Z.
8 registered advisors work at Mutual Advisors, LLC in Washington, out of 145 nationwide; it's the firm's number 6 state by advisors, and the most are in Mercer Island (3). 4 list the CFP designation and 7 are also registered broker representatives.
Mutual Advisors, LLC advisors by city in Washington
Every firm in Washington →Mutual Advisors, LLC advisors in Washington, A to Z
Search by name →- Charles R. BorquistGig Harbor
- Bruce D. EckfeldtMercer Island · Certified Financial Planner
- Kris A. KienzleVancouver
- Richard W. LackeyMercer Island · Certified Financial Planner
- Eric L. LinvilleSeattle
- Thomas E. WeedVancouver
- Alexander D. WhitehouseVancouver · Certified Financial Planner
- Warn D. WillisMercer Island · Certified Financial Planner
Mutual Advisors, LLC advisors in every state →Mutual Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Mutual Advisors, LLC in other states
California 45Nebraska 17Missouri 11Florida 10Texas 10Pennsylvania 5Arizona 4Illinois 4Minnesota 4Colorado 3Michigan 3North Carolina 3Nevada 3
Questions
How many Mutual Advisors, LLC financial advisors are in Washington?
8 investment adviser representatives are registered at Mutual Advisors, LLC offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 145 at the firm nationwide. 4 list the CFP designation and 7 are also registered as broker representatives.
Where in Washington does Mutual Advisors, LLC have the most advisors?
Mercer Island, with 3, then Vancouver (3). Mutual Advisors, LLC has advisors in 4 cities in Washington.
How do I check a Mutual Advisors, LLC advisor in Washington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mutual Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.