Calvin Marshall Rutledge

Employer firm

Coppell Advisory Solutions LLC CRD 156549

$1.10B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Cr Financial Group, Llc Dba Rutledge
  Poplar Bluff, MO
• 02/2015 → 01/2019
  Royal Fund Management, Llc
  The Villages, FL
• 01/2019 → Present
  Fusion Capital Management
  Dallas, TX

Previous Registrations

• 2015-03-11 → 2019-01-29
  Royal Fund Management, Llc
  Poplar Bluff, MO
  Sarasota, FL
  Nashua, NH
  Lady Lake, FL
  Sarasota, FL
  Nashua, NH
• 2012-02-01 → 2013-10-25
  Voya Financial Advisors, Inc.
  Tampa, FL
  Sarasota, FL
  Sarasota, FL
• 2010-10-27 → 2011-10-04
  Gradient Advisors, Llc
  Arden Hills, MN
• 2008-09-24 → 2010-10-29
  Allegiant Financial Advisors, Llc
  Miami Beach, FL
• 2008-06-16 → 2008-09-25
  Envision Investment Advisors, Llc
  Poplar Bluff, MO
  Omaha, NE
• 2007-08-27 → 2008-06-03
  First Financial Advisors, Llc
  Scottsdale, AZ
  Poplar Bluff, MO
  Easley, SC
• 2007-07-04 → 2007-08-30
  Kcd Financial, Inc.
  Springfield, MO
  Poplar Bluff, MO
  Poplar Bluff, MO
  Green Bay, WI

Other Businesses

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;

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-03
• S63 Uniform Securities Agent State Law Examination
  2003-05-31