Brian James Hays

Mutual Advisors, LLC

22 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

Mutual Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

152 advisors

Number of Clients

8,463 clients

Average Client Portfolio

$798K average

Assets Under Management

$6.8B

Fee Structure

Location

Cypress, TX

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Brian is the sole owner/member of Haysvest, LLC, which makes personal oil and gas well investments. Brian spends minimal time on this activity, and it is not investment-related.

Employment History

Current Registrations

Mutual Advisors, LLC

August 2017 - Present · 8 yrs 6 mos

Previous Registrations

Wfg Advisors, LP

November 2016 - August 2017 · 9 mos

Polaris Greystone Financial Group, LLC

December 2015 - November 2016 · 11 mos

Polaris Greystone Advisory Group, LLC

December 2014 - November 2016 · 1 yr 11 mos

Greystone Financial Group, INC.

September 2013 - December 2015 · 2 yrs 3 mos

LPL Financial LLC

August 2011 - August 2013 · 2 yrs

Amegy Investments, INC.

August 2008 - April 2011 · 2 yrs 8 mos

Contango Capital Advisors, INC.

January 2007 - August 2008 · 1 yr 7 mos

Zions Direct, INC.

April 2006 - December 2006 · 8 mos

Amegy Investments, INC.

November 2002 - December 2006 · 4 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.