Elaine
Manley
Mutual Advisors, LLC
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About this Advisor
Elaine Manley is a financial advisor based in San Jose, California, working with Mutual Advisors, LLC. Elaine has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Elaine Manley, Inc, Jackson National, League Of Women Voters Cupertino-Sunnyvale, Emoney Advisors, Mutual Securities, Inc, and Mutual Advisors, LLC. Elaine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Elaine is part of Mutual Advisors, LLC, which operates out of San Jose, California. The firm has 75 offices and 255 employees. The firm manages assets totaling $6.9 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Mutual Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$6,947,119,840
255
20,381
$340,863
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
Elaine Manley Work History
Mutual Securities, Inc
Mutual Advisors, LLC
Jackson National
League Of Women Voters Cupertino-Sunnyvale
Various Insurance Carriers For W&R Insurance Agencies
Emoney Advisors
Elaine Manley, Inc
Waddell & Reed, Inc
Disclosures
Please visit the SEC profile of Elaine Manley 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
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Camarillo, CA
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