Mutual Group
Financial ServicesView the employees at
Mutual Group-
Susan Agiert Client Service Specialist at Mutual Securities, Inc. Member FINRA, SIPC
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Camarillo
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Rising Star
Dale Braunersrither Director of Operations/Client Service Manager-
Haslet
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Rising Star
Darlene Davis Licensing & Registrations Assistant at Mutual Securities, Inc. Member FINRA, SIPC-
Rising Star
Paul Sanford Director of Technology-
Rising Star
Broden Narke Fintech & BIA Student at Creighton University-
Omaha, Nebraska, United States
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Rising Star
Overview
Mutual was created to address a need through collaborative and authentic service. First as Mutual Securities, Inc., then adding Mutual Advisors, and today as Mutual Group – we have evolved to serve RIA’s, Hybrids and everything in between. With over 40 years’ experience, we have deep expertise in brokerage, compliance, technology, and operations for advisors. Entrepreneurial to the core, we’re no-nonsense innovators with a nimble start-up approach. No egos, just results. Investment advisory services offered through Mutual Advisors, LLC, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies.
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