Allen Claggett, financial advisor Saint Petersburg FL

Allen Claggett

CRD Number: 5694090
Current Firm: Mutual Trust Asset Mgmt., Inc.

Allen Claggett (CRD# 5694090) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Saint Petersburg, FL and has over 13 years of experience in the finance industry. Allen Claggett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Holland Group, Retirement Wealth Advisors, LLC Clearwater, FL Dec 2023 - Current < 1
Mutual Trust Asset Management Inc. Clearwater, FL Feb 2015 - Current 9
Axa Advisors, Llc, New York, NY Oct 2010 - Nov 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Allen L. Claggett
Phone Number: 727-799-9922
Registered State(s):
  • FL
Current Firm Details
Mutual Trust Asset Mgmt., Inc.
Firm's CRD Number: 121364
By the Numbers
  • Total Assets Under Management
    241
    MILLIONS
  • Total Number of Accounts
    1,915
    ACCOUNTS
  • Average Account Value
    $126,043
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, FL, MA, MN, TX

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