Brian
Wakefield
Mutual Trust Asset Mgmt., Inc
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About this Advisor
Brian Wakefield is a financial advisor based in Ocala, Florida, working with Mutual Trust Asset Mgmt., Inc. Brian has previously held positions at Edward Jones, Thi E-Commerce, Inc, Mutual Trust Company Of America Securities, Calton & Associates, Inc, and Mutual Trust Asset Management. Brian has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Brian is part of Mutual Trust Asset Mgmt., Inc, which operates out of Ocala, Florida. The firm has 3 offices and 7 employees. The firm manages assets totaling $57.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Mutual Trust Asset Mgmt., Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Trust Asset Mgmt., Inc Brokerage Details
$57,396,568
7
92
$623,876
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Brian Wakefield Work History
Calton & Associates, Inc
Mutual Trust Asset Management
Mutual Trust Company Of America Securities
Edward Jones
Thi E-Commerce, Inc
Disclosures
Please visit the SEC profile of Brian Wakefield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mutual Trust Asset Mgmt., Inc
Ocala, FL
Clearwater, FL
Boynton Beach, FL
Chandler, AZ
Saint Petersburg, FL
Ocala, FL
Tampa, FL
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