Arcadia
Keane

Mutual Advisors, LLC

CRD#6456077
Investment Advisor
in El Segundo, CA

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About this Advisor

Arcadia Keane is a financial advisor working in El Segundo, California with a total of 4 years of relevant experience. Keane works at Mutual Advisors, LLC. The advisor has gained experience at First Allied Securities Inc, Coolfire Media, Ira Wealth Management, Mutual Securities, Inc and Mutual Advisors, LLC. Keane holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Mutual Advisors, LLC is a company operating out of Casper, WY. The company has offices in 71 locations and a total of 262 advisors. It handles $5 billion in assets across its 20,842 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 20,842 accounts, 16% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Mutual Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice usually vary depending on the financial services offered. Fee types billed by Mutual Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

898 N Pacific Coast Hwy Ste 740
El Segundo, CA 90245

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Mutual Advisors, LLC Brokerage Details

Total Assets Under Management

$5,305,999,278

CA Average: $484,914,235
Total Number of Employees

262

CA Average: 8
Total Number of Accounts

20,842

CA Average: 674
Average Account Size

$254,582

CA Average: $719,457

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Arcadia Keane Work History

Arcadia has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Mutual Securities, Inc

2019 - Present (5 years)

Mutual Advisors, LLC

2015 - Present (9 years)

Ira Wealth Management

2015 - 2019 (4 years)

First Allied Securities Inc

2011 - 2015 (4 years)

Coolfire Media

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Arcadia Keane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mutual Advisors, LLC

Joseph Thaman
Saint Louis, MO
Alexander Whitehouse
Vancouver, WA
Pedro Hero
San Antonio, TX
Matthew Pascarella
Morristown, NJ
Stan Dungca
Camarillo, CA
Jeffrey Adler
Cincinnati, OH
Madison Donovan
San Jose, CA
Jonathan Fairbanks
Hartford, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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