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Michael Rutherford Thompson

SPECTRUM WEALTH ADVISORY GROUP, LLC·GRANITE BAY, California
SIE, Series 7, Series 66ChFCClean record12 years registeredSPECTRUM WEALTH ADVISORY GROUP, LLC
5925 GRANITE LAKE DRIVE, GRANITE BAY, CA 95746CRD# 6211875Firm CRD# 298632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Rutherford Thompson · GRANITE BAY, CA
Registration
CRD #6211875 · SPECTRUM WEALTH ADVISORY GROUP, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

RUTHERFORD CAPITAL, INC.
Apr 2022 – present
SPECTRUM WEALTH ADVISORY GROUP, LLC
Jan 2019 – present
THE WEALTH CONSULTING GROUP
Apr 2016 – Jan 2019
GRANITE BAY, CA
LPL FINANCIAL LLC
Dec 2013 – Sep 2016
FORT MILL, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 9, 2013
Years registered · 12
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SPECTRUM WEALTH ADVISORY GROUP, LLC
CRD 298632 · SEC 801-114024
AUM
$283M
Regulatory assets under management
Employees
3
1,202 client accounts
Services offered by SPECTRUM WEALTH ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SPECTRUM WEALTH ADVISORY GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael Rutherford Thompson offer?
Michael Rutherford Thompson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRANITE BAY, California for a consultation.
What are Michael Rutherford Thompson's credentials?
Michael Rutherford Thompson holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Rutherford Thompson located?
Michael Rutherford Thompson is based in GRANITE BAY, California, working with SPECTRUM WEALTH ADVISORY GROUP, LLC. Their office serves clients in the GRANITE BAY metropolitan area and surrounding communities.
How does Michael Rutherford Thompson charge for services?
Michael Rutherford Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPECTRUM WEALTH ADVISORY GROUP, LLC?
SPECTRUM WEALTH ADVISORY GROUP, LLC has approximately 3 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SPECTRUM WEALTH ADVISORY GROUP, LLC

Kenneth Lee Christie
GRANITE BAY, CA
ChFC

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