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Eric L

Series 66

Mercer Island, WA

Mutual Advisors, LLC

Eric Linville is a financial advisor at Mutual Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at E.K. Riley Investments, LLC for 15 years. Outside of finance, he is involved with Wild Salmon Seafood Market. Mutual Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and institutional investors. The firm offers a range of advisory services and employs a mix of active and passive investment strategies with tools tailored to various account types.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Bruce E

CFP®, Series 66

Mercer Island, WA

Mutual Advisors, LLC

Bruce Eckfeldt is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is affiliated with Mutual Advisors, LLC and Mutual Securities, Inc. since 2022, following prior roles at LPL Financial, LLC and KMS Financial Services, Inc. He also owns Eckfeldt Asset Management, LLC and provides notary public services to clients at no charge. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management and consulting services using a combination of active and passive strategies tailored to clients’ objectives, with a notable presence in institutional accounts and a range of operational resources.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Warn W

CFP®, Series 63, Series 66

Mercer Island, WA

Mutual Advisors, LLC

Warn Willis is a Certified Financial Planner® with 26 years of industry experience. He is currently with Mutual Advisors, LLC and has prior experience at LPL Financial, LLC, and KMS Financial Services, Inc. Willis is also involved in managing Willis Eckfeldt Asset Management, LLC and operates as an independent insurance agent offering life insurance and fixed annuities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive strategies tailored to client objectives, utilizing multiple analytical approaches and specialized tools to manage various account types.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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