Financial ADVSR advisor directory · SEC adviser records
Mutual Advisors, LLC financial advisors in Vancouver, WA
Every SEC-registered investment adviser representative at a Mutual Advisors, LLC office in Vancouver, A to Z.
3 registered advisors work at Mutual Advisors, LLC in Vancouver, out of 145 at the firm nationwide; it ranks number 32 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Mutual Advisors, LLC advisors in Vancouver, A to Z
Every Mutual Advisors, LLC advisor →- Kris A. KienzleAlso a broker rep
- Thomas E. WeedAlso a broker rep
- Alexander D. WhitehouseCertified 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 3Mercer Island, WA 3Minneapolis, MN 3Reno, NV 3Scottsdale, AZ 3St. Petersburg, FL 3Boca Raton, FL 2Caledonia, MI 2Camarillo, CA 2
Other firms in Vancouver
All Vancouver advisors →Wells Fargo Clearing Services, LLC 50LPL Financial LLC 47Edward Jones 33Ameriprise Financial Services, LLC 30Morgan Stanley 26Strategic Advisers LLC 22Advisor Share Wealth Management, LLC 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 17First Pacific Financial, Inc. 16Fisher\smb 16Johnson Bixby 12J.P. Morgan Securities LLC 10
Questions
How many financial advisors does Mutual Advisors, LLC have in Vancouver?
3 investment adviser representatives are registered at Mutual Advisors, LLC offices in Vancouver, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 145 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Mutual Advisors, LLC one of the largest advisor employers in Vancouver?
Mutual Advisors, LLC ranks number 32 in Vancouver by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 50.
How do I check a Mutual Advisors, LLC advisor in Vancouver?
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.