Patricia Rutherford Mccallop

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2010 → 12/2018
  National Planning Corporation
  Santa Monica, CA
• 06/2026 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2026 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 01/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → Present
  Cetera Advisors Llc
  Greenwood Village, CO

Previous Registrations

• 2011-03-30 → 2018-06-25
  National Planning Corporation
  Lake Forest, CA
  El Segundo, CA
  Lake Forest, CA
  El Segundo, CA
  Appleton, WI
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-03-28

Other Names

• Patty Rutherford Mccallop
• Patricia Ann Rutherford
• Patricia Rutherford Lolar
• Patricia Ann Rutherford
• Patricia Rutherford Mccallop
• Patricia Rutherford Mccallop
• Patricia Ann Rutherford
• Patricia Ann Mccallop