Campbell, CA Office

Team
Updated today

Client AUM

$8,067,557,199

Clients

9,290

Advisors

2

Of 154 advisors across 90 offices

Location

1901 S. Bascom Ave., Ste. 1500

Campbell CA 95008

Advisors at this office

2

Advisors at this office

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Christopher D

CFP®, Series 66

Campbell, CA

Mutual Advisors, LLC

Christopher Duke is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior experience includes roles at Silicon Valley Wealth Advisors, Waddell & Reed, and various insurance carriers. He also worked with Central Christian Church from 2014 to 2018. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors, providing asset management and comprehensive financial consulting services to individuals, institutions, trusts, and retirement plans. The firm employs a mix of passive and active investment strategies tailored to client objectives and maintains notable relationships with sovereign wealth funds and a broad third-party ecosystem.

Annuities Options & derivatives strategies
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Madison D

Series 65

Campbell, CA

Mutual Advisors, LLC

Madison Donovan is a financial advisor at Mutual Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has prior work experience including roles at Marine Coast Financial and Stagg Fiduciary Services, LLC. Outside of her advisory work, she is involved with Elite Tutoring and Flower Flour. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base ranging from individuals and trusts to sovereign wealth funds and institutional investors. The firm combines institutional capabilities with operational flexibility by offering tailored portfolios using a mix of active and passive strategies and leveraging third-party tools and managers.

Annuities Options & derivatives strategies
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