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Clifford R

Series 63, Series 65

Mobile, AL

WealthTrust Asset Management, LLC

Clifford Rutledge is a financial advisor at WealthTrust Asset Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at WELLS FARGO Advisors from 2012 to 2016. Rutledge is involved with Tamp Advisory Solutions, LLC and Duncan McHugh Investments, where he has been active since 2016. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering direct investment management and financial planning. The firm is notable for its WealthTrust DBS model portfolios and its significant business serving other advisers through sub-advisory and third-party model subscription platforms.

Active portfolio management Passive / index investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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