Joel
Top
Mutual Advisors, LLC
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About this Advisor
Joel Top is a financial advisor based in Colorado Springs, Colorado, working with Mutual Advisors, LLC. Joel has previously held positions at Edward Jones, Mutual Advisors, LLC, and Mutual Securities, Inc. Joel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado, Louisiana, and Texas. Currently, Joel is part of Mutual Advisors, LLC, which operates out of Colorado Springs, Colorado. 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
Joel Top Work History
Mutual Advisors, LLC
Mutual Securities, Inc
Edward Jones
Disclosures
Please visit the SEC profile of Joel Top 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
Allendale, MI
Minneapolis, MN
Chesterfield, MO
Edwardsville, IL
Colorado Springs, CO
Sweetwater, TX
Scottsdale, AZ
Kingwood, TX
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