Unclaimed Profile

Eddie Benjamin Rivera

MUTUAL ADVISORS, LLC·CASPER, Wyoming

SIE, Series 6, Series 7, Series 24, Series 26, Series 52TO, Series 53, Series 63, Series 65Clean record21 years registeredMUTUAL ADVISORS, LLC

1551 THREE CROWNS DRIVE, CASPER, WY 82604CRD# 1751501Firm CRD# 167658

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eddie Benjamin Rivera · CASPER, WY

Registration

CRD #1751501 · MUTUAL ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

MUTUAL ADVISORS, LLC

Mar 2015 – present

MUTUAL SECURITIES, INC.

Mar 2015 – present

PLANMEMBER SECURITIES CORPORATION

May 2005 – Mar 2015

CARPINTERIA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · May 12, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MUTUAL ADVISORS, LLC

CRD 167658 · SEC 801-78089

AUM

$6.9B

Regulatory assets under management

Employees

255

20,381 client accounts

Services offered by MUTUAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MUTUAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Eddie Benjamin Rivera offer?

Eddie Benjamin Rivera specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CASPER, Wyoming for a consultation.

What are Eddie Benjamin Rivera's credentials?

Eddie Benjamin Rivera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eddie Benjamin Rivera located?

Eddie Benjamin Rivera is based in CASPER, Wyoming, working with MUTUAL ADVISORS, LLC. Their office serves clients in the CASPER metropolitan area and surrounding communities.

How does Eddie Benjamin Rivera charge for services?

Eddie Benjamin Rivera's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MUTUAL ADVISORS, LLC?

MUTUAL ADVISORS, LLC has approximately 255 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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