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TrueAdvisor
KG
KG

Keith Alan Golden

Mutual Trust Asset Mgmt., INC.
31 Years of Experience
BrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Mutual Trust Asset Mgmt., INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
92 clients
Average Client Portfolio
$624K average
Assets Under Management
$57.4M

Fee Structure

Minimum Investment:$100K

Location

2701 N. Rocky Point Drive, Suite 1000, Tampa, FL, 33607

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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

Keith works as a self-agent selling insurance since 2011, spending minimal time on this activity.

Employment History
Current Registrations
Mutual Trust Asset Mgmt., INC.
December 2024 - Present · 1 yr 2 mos
Calton & Associates, INC.Broker
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Mutual Trust Asset Mgmt., INC.
January 2023 - October 2024 · 1 yr 9 mos
Mutual Trust Company of America SecuritiesBroker
January 2019 - October 2024 · 5 yrs 9 mos
Summit Financial Group INC
July 2009 - December 2018 · 9 yrs 5 mos
Summit Brokerage Services, INC.Broker
April 2009 - December 2018 · 9 yrs 8 mos
Sagepoint Financial, INC.
September 2006 - April 2009 · 2 yrs 7 mos
Sagepoint Financial, INC.Broker
October 2005 - April 2009 · 3 yrs 6 mos
Sunamerica Securities, INC.Broker
May 2004 - October 2005 · 1 yr 5 mos
A. G. Edwards & Sons, INC.
October 1997 - May 2004 · 6 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
October 1997 - May 2004 · 6 yrs 7 mos
Great Western Financial Securities CorporationBroker
July 1996 - November 1997 · 1 yr 4 mos
Painewebber IncorporatedBroker
April 1995 - July 1996 · 1 yr 3 mos
Bear, Stearns & CO. INC.Broker
November 1994 - April 1995 · 5 mos
Chatfield Dean & CO., INC.Broker
June 1994 - August 1994 · 2 mos
Northwestern Mutual Investment Services, INC.Broker
May 1992 - January 1993 · 8 mos
Robert W. Baird & CO. IncorporatedBroker
May 1992 - January 1993 · 8 mos
State Registrations10 states
FLGAILINNCNYOHPATXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.