David Rutan (CRD# 6246138) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mercer Island, WA and has over 10 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Vancouver, WA | Sep 2017 - Current | 6 |
| Prudential Insurance Company Of America | Vancouver, WA | Sep 2017 - Current | 6 |
| David & Michelle Rutan | Grants Pass, OR | Nov 2015 - Current | 8 |
| Various Insurance Carriers For W & R Insurance Agencies | La Center, WA | Jan 2014 - Aug 2017 | 3 |
| Waddell & Reed, Inc. | Vancouver, WA | Sep 2013 - Aug 2017 | 3 |
| Park-n-stor LLC | Vidor, TX | Oct 2005 - May 2017 | 11 |
| Lacenter High School | Lacenter, WA | Apr 2014 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- WA
-
Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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