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Patricia F

Series 66

Visalia, CA

Mutual Advisors, LLC

Patricia Flores is a Series 66-registered financial advisor with Mutual Advisors, LLC, bringing 15 years of industry experience. She has worked at Mutual Advisors since 2015 and has also been affiliated with Mutual Securities, Inc. since 2010. Outside of her advisory work, she operates a tax preparation and accounting sole proprietorship during tax season. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, employing a blend of active and passive strategies. The firm manages approximately $9.45 billion across 154 advisors and is notable for its scale of institutional work and use of multiple analytical approaches and third-party tools to tailor client portfolios.

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

Series 63, Series 65

Visalia, CA

Mutual Advisors, LLC

Robert Linderman is a financial advisor at Mutual Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Advisors since 2013, following a 27-year tenure at Mutual Securities, Inc. Outside of advising, he serves on the board of the Villa Park Growers Association, a nonprofit cooperative marketing organization. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management, financial planning, and ERISA plan advisory services, employing both active and passive strategies tailored through multiple analytical approaches and specialized tools.

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