Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial services we provide.

David Rutledge is a registered representative registered to transact business with clients in California, Colorado,Georgia, Nevada, Ohio,Oregon, Washington. David is advisory licensed in the following states.California, Colorado, Georgia, Nevada. David is also an insurance agent licensed in California, Georgia, Oregon, Ohio, Nevada. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value

Rutledge Financial Group is not a registered broker/dealer or independent investment advisory firm.

Our Firm

Contact Info

Rutledge Financial Group