Daniel
Dunlap

Mutual Advisors, LLC

CRD#5276291
Investment Advisor
in Latrobe, PA

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About this Advisor

Daniel Dunlap is a financial advisor based out of Latrobe, Pennsylvania, with 4 years of industry experience. Dunlap currently works for Mutual Advisors, LLC. During their career, the advisor has held roles at Bpu Investment Management, Inc, Mutual Securities, Inc and Mutual Advisors, LLC. Dunlap has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania and Texas. Mutual Advisors, LLC is a registered investment firm based out of Casper, WY. The firm has offices in 71 locations and a total of 262 advisors. It administers $5 billion in total assets across its 20,842 accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 20,842 client accounts, 16% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company provides a number of services, including 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 charged by financial advisors largely depend on the type of financial services provided. Fee types billed by Mutual Advisors, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

535 Lloyd Ave.
Latrobe, PA 15650

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Mutual Advisors, LLC Brokerage Details

Total Assets Under Management

$5,305,999,278

PA Average: $484,914,235
Total Number of Employees

262

PA Average: 8
Total Number of Accounts

20,842

PA Average: 674
Average Account Size

$254,582

PA 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

Daniel Dunlap Work History

Daniel has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Mutual Securities, Inc

2019 - Present (5 years)

Mutual Advisors, LLC

2010 - 2019 (9 years)

Bpu Investment Management, Inc

*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 Daniel Dunlap 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

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