James
Owens
Mutual Advisors, LLC
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About this Advisor
James Owens is a financial advisor based in Camarillo, California, working with Mutual Advisors, LLC. James has previously held positions at Mutual Securities, Inc and Mutual Advisors, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, James is part of Mutual Advisors, LLC, which operates out of Camarillo, 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
James Owens Work History
Mutual Advisors, LLC
Mutual Securities, Inc
Disclosures
Please visit the SEC profile of James Owens 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
Chesterfield, MO
Camarillo, CA
Sweetwater, TX
Minneapolis, MN
Edwardsville, IL
Vancouver, WA
Colorado Springs, CO
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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