Byron
Anderson

Mutual Advisors, LLC

CRD#4343486
Investment Advisor
in Mercer Island, WA

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About this Advisor

Byron Anderson is a financial advisor who works in Mercer Island, Washington who has 1 year of relevant experience. Anderson works at Mutual Advisors, LLC. Their career trajectory has included roles at Ek Riley Investments, LLC, Emerald Water Anglers, Lpl Financial, LLC, Mutual Advisors, LLC and Mutual Securities, Inc. Anderson maintains Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Mutual Advisors, LLC is a financial advisory company that has its headquarters in Casper, WY. The company has offices in 71 locations and a total of 262 people on staff. It oversees $5 billion in total assets among its 20,842 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 20,842 customer accounts, 16% are associated with high-net-worth individuals who have at least $1 million in assets. Mutual Advisors, LLC has a diverse array 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. Financial advisory fee schedules typically vary depending on which service is offered. However, fees billed by Mutual Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

1 year

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

7525 Se 24Th Street Ste. 505
Mercer Island, WA 98040

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Mutual Advisors, LLC Brokerage Details

Total Assets Under Management

$5,305,999,278

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

262

WA Average: 8
Total Number of Accounts

20,842

WA Average: 674
Average Account Size

$254,582

WA 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

Byron Anderson Work History

Byron has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mutual Advisors, LLC

2022 - Present (2 years)

Mutual Securities, Inc

2021 - Present (3 years)

Emerald Water Anglers

2021 - 2022 (1 year)

Lpl Financial, LLC

2005 - 2020 (15 years)

Ek Riley Investments, LLC

*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 Byron Anderson 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

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

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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