Blue Water Wealth
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About this Advisor
Linda Rutledge is a certified financial planner who works in Portland, Oregon, who has been in the industry for 14 years. Rutledge is an advisor for Blue Water Wealth. Throughout their career, Rutledge has worked at Transamerica Financial Advisors, Inc, Metlife Securities Inc, Ameriprise Financial Services, Inc, Cambridge Investment Research, Inc and Blue Water Wealth, Inc. Rutledge has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oregon and Washington. Blue Water Wealth is an advisory company headquartered in Portland, Oregon. It has a total of nine financial advisors. It manages $106 million in assets under management across its 197 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 197 accounts, just 11% belong to high-net-worth investors who have more than $1 million in investable assets. Blue Water Wealth performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually vary depending on which service is offered. Fees charged by Blue Water Wealth can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Blue Water Wealth Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Linda Rutledge Work History
Linda has 14 years of experience.
Cambridge Investment Research, Inc
Blue Water Wealth, Inc
Transamerica Financial Advisors, Inc
Metlife Securities Inc
Ameriprise Financial Services, Inc
Linda Rutledge has no disclosures.
Please visit their SEC profile for more details.