Rusty Rutledge, financial advisor Mount Vernon TX

Rusty Rutledge

CRD Number: 4356341
Current Firm: Etexfinancial, Inc.

Rusty Rutledge (CRD# 4356341) is an Investment Advisor Representative working at Etexfinancial, Inc. in Mount Vernon, TX and has over 21 years of experience in the finance industry. Rusty Rutledge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Etexfinancial Mt. Vernon, TX Jan 2007 - Current 15
Massmutual Springfield, MA Feb 2005 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
Contact Info for Rusty M. Rutledge
Phone Number: 877-225-3839
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $312,728
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

TX

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