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Alexander C
Series 63, Series 65
St. Petersburg, FL
Mutual Advisors, LLC
Alexander Cross is a financial advisor at Mutual Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mutual Securities, Inc. and Platinum Wealth Partners, Inc. He is also a member and manager of DCH Wealth Management, LLC and holds a part-time insurance agent role. Mutual Advisors, LLC manages approximately $6.75 billion and serves over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, utilizing a combination of active and passive investment strategies tailored to client objectives.
David H
Series 66
St. Petersburg, FL
Mutual Advisors, LLC
David Henderson is a financial advisor at Mutual Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked with Mutual Advisors since 2018, previously serving at Mutual Securities, Inc. and Platinum Wealth Partners, Inc. He is also involved in DCH Wealth Management, LLC, a separate administrative business. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individual, institutional, trust, and retirement plan clients with a range of services including asset management, financial consulting, and ERISA plan advisory, using a combination of passive and active investment strategies tailored to client objectives.
Grant D
CFP®, Series 65
Saint Petersburg, FL
Mutual Advisors, LLC
Grant Dobbs is a CFP® and Series 65-registered financial advisor at Mutual Advisors, LLC with two years of industry experience. Prior to joining Mutual Advisors, he worked at Directed Capital and spent several years in educational roles at Florida State University and Canterbury School of Florida. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies supported by third-party tools and maintains approximately $8.5 billion in assets under management.
Robert D
Series 63, Series 65
St. Petersburg, FL
Mutual Advisors, LLC
Robert Dobbs Jr. is a financial advisor with Mutual Advisors, LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include tenures at Mutual Securities, Inc. and Platinum Wealth Partners, Inc. Outside of his advisory work, he is a certified Pickleball Professional and teaches pickleball lessons. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutions, trusts, and retirement plans. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, utilizing both passive and active investment strategies tailored to client objectives.
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