Evan
Barrett
Mutual Advisors, LLC
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About this Advisor
Evan Barrett is a certified financial planner and chartered financial consultant working out of Calabasas, California, who has 3 years of industry experience. Barrett works at Mutual Advisors, LLC. The advisor has gained experience at Fortune Financial Services, Inc, Wealthsource Partners, LLC, Barrett Planning Group, Inc D/B/A Barrett Wealth & Insurance So, Barrett Planning Group, Inc D/B/A Barrett Wealth & Insurance S, Mutual Securities, Inc, Mutual Advisors, LLC and Axa Advisors, LLC. Barrett maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Mutual Advisors, LLC is a registered investment business operating out of Casper, WY. The investment advisory business has offices in 71 locations and a total of 262 people on staff. It administers $5 billion in assets under management among its 20,842 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 20,842 customer accounts, 16% are associated with high-net-worth individuals who have greater than $1 million in assets. Mutual Advisors, LLC offers a wide assortment 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 usually vary depending on the type of services. Fees charged by Mutual Advisors, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
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
Evan Barrett Work History
Evan has been registered as a financial advisor for 3 years.*
Mutual Securities, Inc
Mutual Advisors, LLC
Barrett Planning Group, Inc D/B/A Barrett Wealth & Insurance S
Wealthsource Partners, LLC
Fortune Financial Services, Inc
Fortune Financial Services, Inc
Wealthsource Partners, LLC
Barrett Planning Group, Inc D/B/A Barrett Wealth & Insurance So
Axa Advisors,LLC
*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 Evan Barrett 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
Saint Louis, MO
Morristown, NJ
San Jose, CA
Vancouver, WA
Hartford, CT
Cincinnati, OH
San Antonio, TX
Camarillo, CA
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.
