Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Linville is a registered investment advisor with Mutual Advisors, LLC. Eric has been working in the financial services industry since 2007. Eric has a strong background in investment management and financial planning, and is committed to providing personalized advice to clients. Eric is a Series 66 and Series 7 registered representative and holds Series 24, 27, and 53 licenses. Eric's experience includes time at E.K. Riley Investments, LLC and Mutual Securities, Inc.
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.
1
2
NE
09/24/2024 - Present
Mutual Advisors, LLC (OMAHA NE)
WA
10/01/2007 - 11/06/2020
EK RILEY INVESTMENTS, LLC (SEATTLE WA)
BOTH
Issued 05/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/19/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/19/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/29/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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