Victoria
Wilk
Mutual Advisors, LLC
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About this Advisor
Victoria Wilk is a financial advisor who works out of El Segundo, California, with 1 year of industry experience. Wilk currently works for Mutual Advisors, LLC. Over the course of their career, they have held roles at Conservation Insurance Services, First Allied Securities, Inc, First Allied Advisory Services, Inc, Independent Financial Group, Mutual Securities, Inc and Mutual Advisors, LLC. Wilk maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Mutual Advisors, LLC is an advisory company headquartered in Casper, WY. The company has offices in 71 locations and a total of 262 employees. It handles $5 billion in assets between its 20,842 accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 20,842 client accounts, 16% are held by high-net-worth investors who have at least $1 million in assets. The firm performs a diverse range 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 for financial advice usually depend on which services the firm provides the client. Fee types charged by Mutual Advisors, LLC most likely consist 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
Victoria Wilk Work History
Victoria has been registered as a financial advisor for 1 years.*
Mutual Securities, Inc
Mutual Advisors, LLC
Independent Financial Group
First Allied Advisory Services, Inc
First Allied Securities, Inc
Conservation Insurance Services
*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 Victoria Wilk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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