Mark Rutledge, financial advisor Helena AL

Mark Rutledge

CRD Number: 2293502
Current Firm: Brookstone Capital Management LLC

Mark Rutledge (CRD# 2293502) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Helena, AL and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Brookstone Capital Management Wheaton, IL Oct 2019 - Current 4
Jd Mellberg LLC Tucson, AZ Jan 2019 - Current 5
Specialized Advisors LLC Dallas, TX Mar 2019 - Oct 2019 < 1
Blackwater Advisory Group LLC Jasper, AL Jan 2016 - Feb 2019 3
Blackwater Financial, LLC Jasper, AL Jan 2016 - Feb 2019 3
Byars & Associates, Inc. Jasper, AL May 2006 - Feb 2019 12
The Mortgage Center Inc. Cullman, AL Jun 2004 - Feb 2019 14
Ameritas Investment Corp Lincoln, NE Jul 2012 - Oct 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
Contact Info for Mark H. Rutledge
Phone Number: 630-653-1400
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    8,843
    MILLIONS
  • Total Number of Accounts
    68,500
    ACCOUNTS
  • Average Account Value
    $129,089
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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