Thomas
Knight

Mutual Advisors, LLC

CRD#4836836
Investment Advisor
in Camarillo, CA

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About this Advisor

Thomas Knight is a financial advisor based in Camarillo, California, working with Mutual Advisors, LLC. Thomas has previously held positions at Ameriprise Financial Services, Inc, Purshe Kaplan Sterling Investments, Kernodle & Katon Asset Management, Sowell Management Services, Veritas Independent Partners, Mutual Securities, Inc, Mutual Advisors, LLC, and Legacy Capital Group. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Arkansas. Currently, Thomas 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 a variety of clients, including high-net-worth individuals. 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

Series 66, CERTIFIED FINANCIAL PLANNER™

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 Rd
Camarillo, CA 93012

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Mutual Advisors, LLC Brokerage Details

Total Assets Under Management

$6,947,119,840

CA Average: $1,978,216,465
Total Number of Employees

255

CA Average: 226
Total Number of Accounts

20,381

CA Average: 7,467
Average Account Size

$340,863

CA Average: $264,928

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

Thomas Knight Work History

2023 - Present (2 years)

Mutual Securities, Inc

2023 - Present (2 years)

Mutual Advisors, LLC

2018 - 2023 (5 years)

Veritas Independent Partners

2017 - 2023 (6 years)

Sowell Management Services

2016 - 2017 (1 year)

Purshe Kaplan Sterling Investments

2016 - 2017 (1 year)

Kernodle & Katon Asset Management

2015 - 2016 (1 year)

Ameriprise Financial Services, Inc

2012 - 2015 (3 years)

Legacy Capital Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Thomas Knight 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

Bradley Laninga
Allendale, MI
Chad Opel
Edwardsville, IL
Thomas Weed
Vancouver, WA
Lisa Oconnor
Camarillo, CA
Mark Garcia
Sweetwater, TX
James Mulzer
Colorado Springs, CO
Jacob Gall
Chesterfield, MO
Matthew Donnelly
Minneapolis, MN

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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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.

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