Financial ADVSR advisor directory · SEC adviser records
Mutual Advisors, LLC financial advisors in Mercer Island, WA
Every SEC-registered investment adviser representative at a Mutual Advisors, LLC office in Mercer Island, A to Z.
The short answer
3 registered advisors work at Mutual Advisors, LLC in Mercer Island, out of 145 at the firm nationwide; it ranks number 10 in the city by advisors. 3 list the CFP designation and 2 are also registered broker representatives.
Mutual Advisors, LLC advisors in Mercer Island, A to Z
Every Mutual Advisors, LLC advisor →- Bruce D. EckfeldtCertified Financial Planner · Also a broker rep
- Richard W. LackeyCertified Financial Planner
- Warn D. WillisCertified Financial Planner · Also a broker rep
Mutual Advisors, LLC advisors in every city and state →Mutual Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Mutual Advisors, LLC advisors in other cities
Omaha, NE 17Clayton, MO 10Manhattan Beach, CA 5Roseville, CA 5Westlake Village, CA 5Latrobe, PA 4Kingwood, TX 3Minneapolis, MN 3Reno, NV 3Scottsdale, AZ 3St. Petersburg, FL 3Vancouver, WA 3Boca Raton, FL 2Caledonia, MI 2Camarillo, CA 2
Other firms in Mercer Island
All Mercer Island advisors →Northwest Asset Management 36LPL Enterprise, LLC 25Ameriprise Financial Services, LLC 17Coldstream Wealth Management 15MML Investors Services, LLC 8Wells Fargo Advisors Financial Network, LLC 7Goldbloom Wealth Management LLC 5Edward Jones 4J.P. Morgan Securities LLC 3The Planner's Edge LLC 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Mutual Advisors, LLC have in Mercer Island?
3 investment adviser representatives are registered at Mutual Advisors, LLC offices in Mercer Island, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 145 nationwide. 3 list the CFP designation and 2 are also registered as broker representatives.
Is Mutual Advisors, LLC one of the largest advisor employers in Mercer Island?
Mutual Advisors, LLC ranks number 10 in Mercer Island by registered advisors; Northwest Asset Management has the most, with 36.
How do I check a Mutual Advisors, LLC advisor in Mercer Island?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.