Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Patricia F
Series 66
Visalia, CA
Mutual Advisors, LLC
Patricia Flores is a financial advisor at Mutual Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Mutual Advisors since 2015. Outside of her advisory role, she operates a tax preparation and accounting sole proprietorship during tax season. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers asset management and consulting services, utilizing a blend of passive and active investment strategies tailored to client objectives.
Robert L
Series 63, Series 65
Visalia, CA
Mutual Advisors, LLC
Robert Linderman is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Mutual Advisors since 2013 and previously spent 27 years with Mutual Securities, Inc. Outside of advising, Linderman is involved in agricultural management, serving as a managing member and manager for several citrus and avocado farming operations, and he holds a board position with the Villa Park Growers Association, Inc. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants by providing asset management, financial consulting, ERISA plan advisory, and other services, employing a combination of passive and active investment strategies tailored to client objectives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters