David RutanCRD Number: 6246138
Current Firm: Waddell & Reed
David Rutan (CRD# 6246138) is an Investment Advisor Representative working at Waddell & Reed in Vancouver, WA and has over 3 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|David & Michelle Rutan||Grants Pass, OR||Nov 2014 - Current||2|
|Lacenter High School||Lacenter, WA||Apr 2014 - Current||3|
|Various Insurance Carriers For W & R Insurance Agencies||La Center, WA||Jan 2014 - Current||3|
|Waddell & Reed, Inc.||Vancouver, WA||Sep 2013 - Current||3|
|Park-n-stor LLC||Vidor, TX||Oct 2005 - Current||11|
|Oregon Gold Trips||Grants Pass, OR||May 1995 - Jan 2014||18|
|Rumors At The New Skyline||Great Falls, MT||Jun 2012 - Jun 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- 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 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, 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, VI, VT, WA, WI, WV
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