Thomas RutherfordCRD Number: 6299896
Current Firm: Strategic Advisers, Inc.
Thomas Rutherford (CRD# 6299896) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Johnson City, TN and has over 2 years of experience in the finance industry.
Gaam Wealth Advisors, Inc.
Integrity Capital Management
|Fidelity Brokerage Services LLC||Johnson City, TN||Mar 2015 - Current||1|
|Edward Jones||St Louis, MO||Mar 2014 - Mar 2015||1|
|Verizon Wireless||Bristol, VA||May 2006 - Jan 2014||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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