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Gregory Allan Rutherford

Investment adviser representative at Elite Portfolios
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$322.1KFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Other

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Elite PortfoliosSep 2026 to now
  2. Elite Tamp LLCSep 2023 to now
  3. Thepartners Wealth ManagementApr 2021 to now
  4. Cavalier Investments LLCJan 2017 to now
  5. Canter Compass LLCMay 2015 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994

State registrations

Registered as an investment adviser representative in 1 state (CA).

Elite Portfolios

Legal name: Elite Tamp LLC

$322.1KAssets managed
1Clients
2Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2459249
Firm CRD
327535
Advisor's SEC record (opens in a new tab)
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