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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Codd Boydell is a financial advisor with Mutual Advisors, LLC. David has been working in the industry since 1993 and holds a Series 63, Series 7, Series 6 and Series 3 licenses, in addition to the SIE. David is also a Certified Financial Planner (CFP). David has experience working with individuals, corporations, and pension plans. Mutual Advisors, LLC is a financial advisory firm with a focus on portfolio management, financial planning and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/06/2023 - Present
Mutual Advisors, LLC (Sonoma CA)
CA
05/24/2017 - 12/31/2019
MUTUAL SECURITIES, INC. (Sonoma CA)
CA
05/03/2004 - 04/01/2016
MID ATLANTIC CAPITAL CORPORATION (SONOMA CA)
CA
10/09/2001 - 05/03/2004
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
NY
09/08/1993 - 10/12/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 11/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/14/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
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