Chris Michael Tremble
Investment adviser representative at Mutual Advisors, LLC
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Mutual Advisors, LLC.Nov 2024 to now
- Mutual Securities, Inc.Nov 2024 to now
- Charles Schwab & Co., Inc.May 2020 to Nov 2024
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Planning ServicesMar 2013 to May 2020
- USAA Financial Advisors IncJul 2011 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 5711104
- Firm CRD
- 167658