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Nicole Quiroga galinsky Carlon

Mutual Advisors, LLC

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About Nicole Quiroga galinsky Carlon

Nicole Carlon is a financial advisor with Mutual Advisors, LLC, located in Boca Raton, FL. Nicole has over 6 years of experience in the financial services industry. Nicole specializes in portfolio management, financial planning, and pension consulting. Nicole is a CERTIFIED FINANCIAL PLANNER™ professional, and holds a Series 7, Series 66, and Series 7TO securities licenses. Nicole has previously been registered with American Portfolios Financial Services, Inc. and LPL Financial LLC.

Firm Information

Nicole Carlon 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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Nicole Carlon’s Registration & Firm History

FL

10/19/2022 - Present

Mutual Advisors, LLC (Boca Raton FL)

FL

07/19/2021 - 09/28/2022

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Boca Raton FL)

FL

07/12/2016 - 06/19/2017

LPL FINANCIAL LLC (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 08/17/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/12/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicole Quiroga galinsky Carlon.
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