Charles Robert Aikins
Investment adviser representative at Mutual Advisors, LLC
16 yearsExperience
1 stateRegistered in
$9.4BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Mutual Advisors, LLC.Nov 2021 to now
- Mutual Securities, Inc.Nov 2021 to now
- Mutual of Omaha Investor ServicesAug 2020 to Nov 2021
- Un-employedDec 2019 to Aug 2020
- Securities America Advisors, Inc.Jun 2012 to Dec 2019
- Securities America Inc.Jul 2010 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NE).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2619340
- Firm CRD
- 167658