James L Rutledge, AWMA®
Financial credentials
- Accredited Wealth Management Advisor℠
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- AVP, Wealth Management Banking Specialist, BofA/ Merrill Lynch, 2019-2022
- Officer, Financial Advisor, Huntington Investment Co., 2016-2019
- VP, Wealth Management Banker, BofA/ Merrill Lynch, 2010-2016
- AVP, Branch Sales Manager, Bank of America Home Loans/ Countrywide Home Loans, 2000-2010
Education
- BA, Liberal Studies-Business Admin, The University of Toledo
Personal interests and affiliations