Eugene Richardson, financial advisor Lexington KY
93 score

Eugene Richardson

CRD Number: 1197490
Current Firm: Keystone Financial Group, LLC

Eugene Richardson (CRD# 1197490) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Keystone Financial Group, LLC Somerset, KY May 2014 - Current 2
Lpl Financial, LLC Somerset, KY May 2014 - Current 2
J.j.b Hilliard, W.l. Lyons, LLC Somerset, KY May 2008 - Apr 2014 5
Wachovia Securities, LLC Somerset, KY Jan 2008 - May 2008 < 1
A.g. Edwards & Sons, Inc. Somerset, KY Jan 2003 - Jan 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Eugene C. Richardson
Phone Number: 859-317-8316
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    215
    MILLIONS
  • Total Number of Accounts
    1,307
    ACCOUNTS
  • Average Account Value
    $164,682
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
Types of Clients
Registered States

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

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

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