Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Patrick Rutter is an Investment Advisor Representative associated with Index Fund Advisors, Inc. Neal is registered in California, Louisiana, and Texas. His firm's main office is located in Irvine, CA. Neal specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Neal is also an active member of the community and is committed to helping individuals and families reach their financial goals. He has a comprehensive understanding of the investment industry, and he is dedicated to providing his clients with the highest level of service and personalized attention. Prior to joining Index Fund Advisors, Inc., Neal was employed by National Planning Corporation. Neal is a Series 63 and Series 65 licensed professional.
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.
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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CA
10/29/2015 - Present
Index Fund Advisors, Inc. (IRVINE CA)
CA
07/07/2008 - 08/18/2010
NATIONAL PLANNING CORPORATION (IRVINE CA)
IA
Issued 05/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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