Mutual Advisors, LLC

Investment Advisor
in Valencia, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mutual Advisors, LLC Brokerage Details

Total Assets Under Management


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


CA Average: 8
Total Number of Accounts


CA Average: 674
Average Account Size


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.


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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started