Mutual Group
Charles Kelsey has held various roles throughout their work experience. Charles started in 2006 as a Military Intelligence Officer in the US Army. In 2008, they joined TD Ameritrade as an Investment Consultant and later became a Client Services Assistant Manager. From 2014 to 2019, they worked at Fidelity Investments as a Client Service Manager II. In 2019, they joined Mutual Advisors, LLC as the Director of Advisory Services until 2021. Currently, they are the Vice President of Service & Operations at Mutual Group.
Charles Kelsey pursued their education at The University of Texas at Arlington. From 2002 to 2006, they obtained a Bachelor's degree in Political Science and Government. Subsequently, from 2006 to 2010, they furthered their education at the same university, earning a Master's degree in Public Administration (MPA) with a focus on Public Administration.
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Mutual Group
Mutual was created to address a need through collaborative and authentic service. First as Mutual Securities, Inc., then adding Mutual Advisors, and today as Mutual Group – we have evolved to serve RIA’s, Hybrids and everything in between. With over 40 years’ experience, we have deep expertise in brokerage, compliance, technology, and operations for advisors. Entrepreneurial to the core, we’re no-nonsense innovators with a nimble start-up approach. No egos, just results. Investment advisory services offered through Mutual Advisors, LLC, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies.