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Calvin Marshall Rutledge

Investment Adviser Representative at COPPELL ADVISORY SOLUTIONS LLC

Poplar Bluff, MOCRD #4666552Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MissouriNew Hampshire
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/3/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 5/31/2003
Series 7
General Securities Representative Examination
Passed 1/28/2004
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/5/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0002.00%
Next $500,0001.75%
Next $1,500,0001.50%
Over $2,500,000
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Coppell Advisory Solutions LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COPPELL ADVISORY SOLUTIONS LLCCurrent
1/29/2019Poplar Bluff, MO
ROYAL FUND MANAGEMENT, LLC
3/11/20151/29/2019Poplar Bluff, MO
ING FINANCIAL PARTNERS, INC
2/1/201210/25/2013Sarasota, FL
GRADIENT ADVISORS, LLC
10/27/201010/4/2011Arden Hills, MN
ALLEGIANT ASSET MANAGEMENT L.L.C.
9/24/200810/29/2010Miami Beach, FL
ENVISION INVESTMENT ADVISORS, LLC
6/16/20089/25/2008Poplar Bluff, MO
FIRST FINANCIAL ADVISORS, LLC
8/27/20076/3/2008Poplar Bluff, MO
KCD FINANCIAL, INC.
7/4/20078/30/2007Poplar Bluff, MO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Calvin Marshall Rutledge has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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