MT
ChFC
MT
ChFC

Michael Rutherford Thompson

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$15.5M
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Location

5925 Granite Lake Drive, Suite 130, Granite Bay, CA, 95746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael sells fixed life insurance as an agent, dedicating about a quarter of his time to this activity. He is also involved with Spectrum Wealth Advisory Group, LLC and Rutherford Capital Inc. as an investment advisor, and owns an LLC for the office building his advisory firm operates from.

Employment History
Current Registrations
Rutherford Capital, INC.
April 2022 - Present · 3 yrs 10 mos
Spectrum Wealth Advisory Group, LLC
January 2019 - Present · 7 yrs 1 mo
LPL Financial LLCBroker
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
The Wealth Consulting Group
April 2016 - January 2019 · 2 yrs 9 mos
LPL Financial LLC
December 2013 - September 2016 · 2 yrs 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Rutherford Thompson - Financial Advisor | TrueAdvisor