James Morrison, financial advisor Lexington KY

James Morrison

CRD Number: 2072248
Current Firm: Keystone Financial Group, LLC

James Morrison (CRD# 2072248) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Somerset, KY May 2014 - Current 9
Keystone Financial Group, LLC Somerset, KY May 2014 - Current 9
J.j.b Hilliard, W.l. Lyons, LLC Somerset, KY May 2008 - Apr 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
Contact Info for James S. Morrison
Phone Number: 859-317-8316
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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