Keith Amburgey, financial advisor Tampa FL

Keith Amburgey

CRD Number: 2313912
Current Firm: Rutherford Asset Planning, Inc.

Keith Amburgey (CRD# 2313912) is an Investment Advisor Representative working at Rutherford Asset Planning, Inc. in Tampa, FL and has over 30 years of experience in the finance industry. Keith Amburgey 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
Rutherford Asset Planning, Inc. Naples, FL Feb 2009 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
Contact Info for Keith A. Amburgey
Phone Number: 813-343-4501
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    154
    MILLIONS
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $590,500
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, NY

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