Calvin M. Rutledge

COPPELL ADVISORY SOLUTIONS LLC

Poplar Bluff, MO

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CRD#: 4666552

Professional summary

Calvin Marshall Rutledge is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Poplar Bluff, Missouri.

Calvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Calvin has worked at 12 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)INDEPENDENT INSURANCE AGENT;YES;3260 FRUITVILLE RD, STE B, SARASOTA, FL 34237;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;12/08/2011;160;160;SALES OF FIXED INSURANCE;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Calvin Marshall Rutledge's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 29, 2019 - Present

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

Poplar Bluff, MO

Past

March 11, 2015 - January 29, 2019

ROYAL FUND MANAGEMENT, LLC

RIA

CRD#: 144434

POPLAR BLUFF, MO

Past

February 1, 2012 - October 25, 2013

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

SARASOTA, FL

Past

December 8, 2011 - October 25, 2013

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

SARASOTA, FL

Past

October 27, 2010 - October 4, 2011

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

ARDEN HILLS, MN

Past

October 27, 2010 - October 4, 2011

GRADIENT SECURITIES, LLC

CRD#: 127701

POPLAR BLUFF, MO

Past

September 24, 2008 - October 29, 2010

ALLEGIANT FINANCIAL ADVISORS, LLC

RIA

CRD#: 141047

MIAMI BEACH, FL

Past

September 24, 2008 - October 29, 2010

ALLEGIANT SECURITIES L.L.C.

CRD#: 133912

MIAMI, FL

Past

June 16, 2008 - September 25, 2008

ENVISION INVESTMENT ADVISORS, LLC

RIA

CRD#: 143667

POPLAR BLUFF, MO

Past

August 27, 2007 - June 3, 2008

FIRST FINANCIAL ADVISORS, LLC

RIA

CRD#: 134897

POPLAR BLUFF, MO

Past

July 4, 2007 - August 30, 2007

KCD FINANCIAL, INC.

RIA

CRD#: 127473

POPLAR BLUFF, MO

Past

July 12, 2005 - August 30, 2007

KCD FINANCIAL, INC.

CRD#: 127473

POPLAR BLUFF, MO

Past

September 22, 2004 - December 6, 2004

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LINCOLN, NE

Past

June 9, 2003 - October 11, 2004

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA

Registered Investment Advisory firm - (2/28/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(1/29/2019)

IAR

New Hampshire
(1/29/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/3/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/31/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/28/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/5/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA

Registered Investment Advisory firm - (2/28/2011 Approved)

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Contact information

Main Address

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Mailing Address

Phone number

(817) 888-8020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FUSION FORM ADV PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	9,334
AUM (Assets Under Management)	$ 1,077,958,560

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Calvin M. Rutledge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Calvin Marshall Rutledge's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROYAL FUND MANAGEMENT, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

GRADIENT ADVISORS, LLC

GRADIENT SECURITIES, LLC

ALLEGIANT FINANCIAL ADVISORS, LLC

ALLEGIANT SECURITIES L.L.C.

ENVISION INVESTMENT ADVISORS, LLC

FIRST FINANCIAL ADVISORS, LLC

KCD FINANCIAL, INC.

KCD FINANCIAL, INC.

ALLSTATE FINANCIAL SERVICES, LLC

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2007

Series 63

Date: 5/31/2003

Series 7

Date: 1/28/2004

Series 6

Date: 6/5/2003

Current Firm

COPPELL ADVISORY SOLUTIONS LLC

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COPPELL ADVISORY SOLUTIONS LLC

TRUST BUT VERIFY

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