Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Ronald Rutherford, financial advisor Tampa FL
90 score

Ronald Rutherford

CRD Number: 1077483
Current Firm: Rutherford Asset Planning, Inc.

Ronald Rutherford (CRD# 1077483) is an Investment Advisor Representative working at Rutherford Asset Planning, Inc. in Tampa, FL and has 1 year of experience in the finance industry. Ronald Rutherford 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
Rutherford Asset Planning, Inc. Naples, FL Jan 1986 - Current 30

Ronald Rutherford has no recent exams reported.
Contact Info for Ronald K. Rutherford
Phone Number: 813-343-4501
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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