Julia
Shiles

Mutual Advisors, LLC

CRD#3107054
Investment Advisor
in Camarillo, CA

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About this Advisor

Julia Shiles is a financial advisor operating in Camarillo, California who has 7 years of industry experience. Shiles is currently employed by Mutual Advisors, LLC. Throughout their career, Shiles has worked at Morgan Stanley Smith Barney, Mutual Securities, Inc, Beverly Hills Wealth Management, LLC and Mutual Advisors, LLC. Shiles has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Mutual Advisors, LLC is a financial advisory company headquartered in Casper, WY. The investment advisory business has offices in 71 locations and a total of 262 financial advisors. It handles $5 billion in total assets across its 20,842 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 20,842 client accounts, 16% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business provides a broad 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. Financial advisory fees typically depend on which services the firm provides the client. However, fee types charged by Mutual Advisors, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

807-A Camarillo Springs Road
Camarillo, CA 93012

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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

Julia Shiles Work History

Julia has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Mutual Advisors, LLC

2013 - Present (11 years)

Mutual Securities, Inc

2013 - 2016 (3 years)

Beverly Hills Wealth Management, LLC

2009 - 2013 (4 years)

Morgan Stanley Smith Barney

*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 Julia Shiles 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

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