Keith Kline, financial advisor Murfreesboro TN
93 score

Keith Kline

CRD Number: 6042980
Current Firm: Suntrust Advisory Services, Inc.

Keith Kline (CRD# 6042980) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Murfreesboro, TN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Sep 2016 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA May 2014 - Current 4
Bbtis Bluffton, SC Oct 2013 - May 2014 < 1
Unemployed Bluffton, SC Aug 2013 - Oct 2013 < 1
Morgan Stanley Wealth Management Hilton Head Island, SC Oct 2012 - Aug 2013 < 1
Unemployed Bluffton, SC Aug 2012 - Sep 2012 < 1
Morgan Stanley Smith Barney Hilton Head Island, SC Mar 2012 - Jul 2012 < 1
Harbour Health Insurance Solutions Hilton Head Island, SC Apr 2010 - Mar 2012 1
Haelen Hyperbarics Hilton Head, SC Feb 2007 - Apr 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Keith C. Kline
Phone Number: 404-827-6461
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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