AdFi
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Patrick Henry Nanamura

Investment Adviser Representative at Mutual Advisors, LLC

Portervile, CACRD #7252027Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Patrick Henry Nanamura is an investment adviser representative with Mutual Advisors, LLC in Portervile, CA, where they have been registered since 2020, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
1 state or territory

California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/2/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 9/5/2020
SIE
Securities Industry Essentials Examination
Passed 6/29/2020
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/8/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mutual Advisors, LLCCurrent
11/3/2020 – Portervile, CA
Mutual Securities, Inc.Current
6/29/2020 – Porterville, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Rural AG Insurance Services, LLC.
    Oct 2014 – Apr 2020Porterville, CA
  2. Mutual Securities, Inc.
    May 2020 – no end date reportedCamarillo, CA
  3. Mutual Advisors, LLC.
    Apr 2020 – no end date reportedOmaha, NE

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mutual Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingSovereign WealthCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
155
Offices listed on AdvisorFinder:
26
Main office:
Omaha, NE
SEC file number:
801-78089

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

Other advisors at Mutual Advisors, LLC

Showing 12 of 155 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Henry Nanamura has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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