Austin Duvall, financial advisor Lexington KY
93 score

Austin Duvall

CRD Number: 6370160
Current Firm: Keystone Financial Group, LLC

Austin Duvall (CRD# 6370160) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 3 years of experience in the finance industry. Austin Duvall 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
Keystone Financial Group, LLC Lexington, KY Aug 2017 - Current < 1
J.r. Young Company, Inc. Lexington, KY Jul 2014 - Current 3
Lpl Financial, LLC Lexington, KY Jan 2002 - Current 16
Branch Banking And Trust Lexington, KY Nov 2011 - Jul 2014 2
Carabbas Italian Grill Lexington, KY May 2009 - Sep 2013 4
University Of Kentucky Lexington, KY Aug 2005 - May 2011 5
Kroger Louisville/lexington, KY May 2004 - May 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Austin T. Duvall
Phone Number: 859-317-8316
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    302
    MILLIONS
  • Total Number of Accounts
    1,819
    ACCOUNTS
  • Average Account Value
    $166,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

FL, IN, KY, OH, TN, TX, VI, WA

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

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