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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Lamb is a registered Investment Advisor Representative with Rutherford Investment Management. Joan has been a registered representative since 2014 and is currently registered in both California and Oregon. Joan has a Series 65 license, which is the Uniform Investment Adviser Law Examination. Joan is also a board member of the College of the Desert Foundation since 2023, where she is responsible for evaluating and selecting outside money managers. Rutherford Investment Management is a firm with approximately $216,353,445 in assets under management. The firm primarily serves individuals and families, pooled investment vehicles, other investment advisers, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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01/01/2025 - Present
Rutherford Investment Management (PORTLAND OR)
IA
Issued 10/15/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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