Portervile, CA Office

Team
Updated today

Client AUM

$8,067,557,199

Clients

9,290

Advisors

2

Of 154 advisors across 90 offices

Location

311 N 2nd St.

Portervile CA 93257

Advisors at this office

2

Advisors at this office

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Mark N

Series 63, Series 65

Porterville, CA

Mutual Advisors, LLC

Mark Nanamura is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Mutual Advisors and Mutual Securities since 2013 and has also worked with Massachusetts Mutual Life Insurance Company since 1990. Outside of advising, he serves as president of the Central Valley Officials Association and operates a basketball assigning business. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans using a range of investment strategies, combining passive and active management with various analytical approaches tailored to client objectives.

Annuities Options & derivatives strategies
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Patrick N

Series 63, Series 65

Portervile, CA

Mutual Advisors, LLC

Patrick Nanamura is a financial advisor at Mutual Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Rural Ag Insurance Services, LLC. Outside of his advisory role, he serves as a varsity baseball coach for the Porterville Unified School District and works as a sports official during the fall and winter months. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, ERISA plan advisory, and other services. Its investment approach combines passive and active strategies tailored to client objectives.

Annuities Options & derivatives strategies
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