Unclaimed
Mark Rutledge is a financial advisor with Brookstone Capital Management LLC. Mark has been in the financial industry for over 20 years and has experience in both investment advisory and insurance. Mark is licensed to conduct investment advisory business in Alabama. Mark holds the Series 6, 7, and 63 securities licenses, as well as the SIE exam. He is also a Chartered Financial Consultant. Mark is passionate about helping clients achieve their financial goals and believes in a personalized approach to financial planning. Mark also owns rental properties.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
AL
10/31/2019 - Present
Brookstone Capital Management LLC (Helena AL)
AL
07/05/2012 - 10/27/2014
AMERITAS INVESTMENT CORP. (JASPER AL)
AL
12/01/2006 - 07/24/2012
QUESTAR CAPITAL CORPORATION (JASPER AL)
AL
02/07/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (JASPER AL)
IN
12/19/2000 - 07/06/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/19/2000 - 07/06/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
11/19/1996 - 01/12/2001
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
AL
05/27/1994 - 03/13/1996
AFS EQUITIES, INC. (BIRMINGHAM AL)
MA
11/25/1992 - 10/13/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/25/1992 - 10/13/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2014
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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