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Mutual Service Corporation

Mutual Service Corporation is not an actively registered Dual Registrant.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$905.6M
Total Assets
5K
Accounts
$193.2K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart
  •   Lpl Independent Advisor Service Group, LLC (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Esther Marion Stearns Director 06/01/2007
William Edward Dwyer Director 06/01/2007
Phillip Buhay Valtairo Cfo/Finop 09/01/2009
Kathleen Denise Vannoy-Pineda Chief Compliance Officer 09/01/2009
Stephanie Leigh Brown Director/Secretary 08/01/2007

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
One Beacon Street, 22nd Floor
Boston , MA 02108
Phone Number: (800)749-8900
Other Offices Address City State Zip
9800 Shelard Parkway Plymouth MN 55441
1300 Godward Street NE Minneapolis MN 55413
820 South Main St. Charles MO 63301
2115 N 30th Street Tacoma WA 98403
3875 Franklintowne Ct. Murrysville PA 15668

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions