Linda
Rutledge

Blue Water Wealth

CRD#4810277
Investment Advisor
in Portland, OR
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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

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

9755 Sw Barnes Road Suite 610
Portland, OR 97225

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Blue Water Wealth Brokerage Details

Total Assets Under Management

$155,185,550

OR Average: $1,120,203,312
Total Number of Employees

7

OR Average: 50
Total Number of Accounts

415

OR Average: 1,309
Average Account Size

$373,941

OR Average: $855,770

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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.

2013 - Present (6 years)

Cambridge Investment Research, Inc

2013 - Present (6 years)

Blue Water Wealth, Inc

2011 - 2013 (2 years)

Transamerica Financial Advisors, Inc

2009 - 2011 (2 years)

Metlife Securities Inc

2004 - 2009 (5 years)

Ameriprise Financial Services, Inc

Disclosures

Linda Rutledge has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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