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Flavio Pando

Investment adviser representative at Mutual Advisors, LLC
13 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

13 years in the industry.

  1. Mutual Advisors, LLC.Aug 2018 to now
  2. Mutual Securities, Inc.Aug 2018 to now
  3. Various Insurance Carriers for W&r Insurance AgenciesMay 2013 to now
  4. Elaine Manley, IncApr 2017 to Feb 2018
  5. Waddell & Reed, IncMar 2013 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
6146793
Firm CRD
167658
Advisor's SEC record (opens in a new tab)
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