Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Rutledge is a financial advisor with Lion Street Advisors, LLC, based in LAKE FOREST, CA. Craig has been in the financial services industry since 1988. Prior to joining Lion Street Advisors, LLC, Craig was employed by M HOLDINGS SECURITIES, INC. for 13 years and Signator Investors, Inc. for 4 years. Craig is registered with the state of Montana as an Investment Advisor Representative and is also registered with FINRA. Craig provides financial planning, portfolio management for individuals and businesses and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
04/25/2024 - Present
Lion Street Advisors, LLC (LAKE FOREST CA)
CA
01/03/2007 - 05/04/2020
M HOLDINGS SECURITIES, INC. (LAKE FOREST CA)
CA
03/06/2003 - 01/03/2007
SIGNATOR INVESTORS, INC. (IRVINE CA)
NY
01/03/2003 - 03/04/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
05/02/2001 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
MA
04/24/1990 - 05/09/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/24/1990 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
08/22/1988 - 05/08/1990
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
02/25/1988 - 07/26/1988
FIRST INVESTORS CORPORATION
BOTH
Issued 01/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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