Damon
Simpson

Mutual Advisors, LLC

CRD#2312292
Investment Advisor
in Valencia, CA

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About this Advisor

Damon Simpson is a financial advisor working out of Valencia, California with a total of 4 years of industry experience. Simpson is on the advisory team at Mutual Advisors, LLC. Throughout their career, they have worked at National Med Ent, National Planning Corporation, Financial Security Management, Inc, Lpl Financial LLC, Mutual Securities, Inc and Mutual Advisors, LLC. Simpson has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to work in California. Mutual Advisors, LLC is an advisory company based in Casper, WY. The firm has offices in 71 locations and a total of 262 employees. It has $5 billion in assets between its 20,842 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 20,842 client accounts, 16% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business has 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 charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Mutual Advisors, LLC can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, 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

25124 Springfield Court Suite 260
Valencia, CA 91355

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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

Damon Simpson Work History

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

2020 - Present (4 years)

Mutual Securities, Inc

2019 - Present (5 years)

Mutual Advisors, LLC

2017 - 2020 (3 years)

Lpl Financial LLC

2016 - 2017 (1 year)

Financial Security Management, Inc

1999 - 2017 (18 years)

National Planning Corporation

1992 - 2017 (25 years)

National Med Ent

*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 Damon Simpson 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

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

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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