Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Rutledge is a financial advisor with over 30 years of experience in the industry. Allen is currently registered with Cambridge Investment Research Advisors, Inc., a firm that has over 3,000 licensed agents, investment advisor representatives and registered representatives. Allen is a registered investment advisor representative in Georgia and Texas. Before joining Cambridge, Allen worked as a financial advisor for Park Avenue Securities LLC and Guardian Investor Services Corporation. Allen specializes in providing financial planning, pension consulting, educational seminars, market timing services, and selection of other advisors. Allen is also a partner in Capital Planning & Investments, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
09/26/2011 - Present
Cambridge Investment Research Advisors, Inc. (POWDER SPRINGS GA)
NY
05/03/1999 - 08/08/2008
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
08/27/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
AZ
08/03/1989 - 02/27/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
07/16/1987 - 12/31/1988
SOUTHMARK FINANCIAL SERVICES, INC.
IA
Issued 09/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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