Grant Knowlton Dobbs
Investment adviser representative at Mutual Advisors, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.4BFirm assets
Are you Grant Knowlton Dobbs? Claim your profile
Contact this firm
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
22 years in the industry.
- Mutual Advisors, LLCJul 2023 to now
- Directed CapitalJun 2022 to Jun 2023
- Florida State UniversityJun 2018 to May 2022
- Canterbury School of FloridaAug 2004 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7122285
- Firm CRD
- 167658