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Damon S
Series 63, Series 66
Valencia, CA
Mutual Advisors, LLC
Damon Simpson is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Mutual Securities, Inc., LPL Financial, Financial Security Management, Inc., and National Planning Corporation. Outside of advising, he is a tax preparer and owner of a tax preparation business, where he also serves as COO. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, high-net-worth clients, institutions, trusts, and retirement plans. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, utilizing a combination of passive and active investment strategies tailored to client objectives.
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