Lisa
Oconnor
Mutual Advisors, LLC
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About this Advisor
Lisa Oconnor is a financial advisor based in Camarillo, California, working with Mutual Advisors, LLC. Lisa has previously held positions at Bbva Securites Inc, Compass Bank, Ifinancial Lpl, Us Bank, Transamerica, Uiccu Credit Union, Bbva Wealth Solutions Inc, Cuso Financial Services, :P, Bellco Credit Union, Stifel Nicolaus & Co Inc, Colorado Wealth Partners, Inc, Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Inc, Mutual Securities, Inc, and Mutual Advisors, LLC. Lisa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa. Currently, Lisa 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
Lisa Oconnor Work History
Mutual Securities, Inc
Mutual Advisors, LLC
Colorado Wealth Partners, Inc
Stifel Nicolaus & Co Inc
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Cuso Financial Services, :P
Bellco Credit Union
Bbva Wealth Solutions Inc
Bbva Securites Inc
Compass Bank
Ifinancial Lpl
Us Bank
Transamerica
Uiccu Credit Union
Disclosures
Please visit the SEC profile of Lisa Oconnor 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
Evanston, IL
Camarillo, CA
Chesterfield, MO
Edwardsville, IL
Vancouver, WA
Scottsdale, AZ
Minneapolis, MN
Colorado Springs, CO
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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