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James Charles Pursley

Mutual Advisors, LLC

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About James Charles Pursley

James Charles Pursley is a registered investment advisor representative with Mutual Advisors, LLC, a firm located in Omaha, Nebraska. He has been in the industry since 1985 and holds the Series 7 and Series 63 licenses. James has a broad range of experience in the financial services industry, working with individuals, businesses, and retirement plans. James is a specialist in providing investment advice and financial planning services. He is passionate about helping clients reach their financial goals.

Firm Information

James Pursley is currently registered with Mutual Advisors, LLC. Mutual Advisors, LLC is an investment advisory firm based in Omaha, NE. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and high-net-worth clients. With over 160 registered representatives and advisors, the firm manages over $6.9 billion in assets.
Mutual Advisors, LLC

9140 W DODGE ROAD

OMAHA, NE 68114

$6.95B

Assets Under Management

30

Total Clients

142

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly consulting

Hourly consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Pursley’s Registration & Firm History

OR

07/03/2022 - Present

Mutual Advisors, LLC (Forest Grove OR)

MA

01/22/1990 - 06/13/1995

MUTUAL SERVICE CORPORATION (BOSTON MA)

MA

03/31/1989 - 12/31/1989

MUTUAL SERVICE CORPORATION (BOSTON MA)

FL

06/03/1986 - 03/31/1989

LOWRY FINANCIAL SERVICES CORPORATION (NORTH PALM BEACH FL)

NA

09/24/1985 - 06/14/1986

AMERICAN PACIFIC SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 04/06/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for James Charles Pursley. Review regulatory record here.
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