Kcg Investment Advisory Services LLC

Kcg Investment Advisory Services LLC (CRD# 150083) is a financial advisory firm headquartered in Savannah, GA. They manage $51,000,000 in 125 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $408,000
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, MI, SC

Financial Advisors at Kcg Investment Advisory Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lyman K. Black
CRD#: 2394526
315 Commercia Dr., Suite D7, Savannah, GA 31406
96
Wealthminder
score

Lyman Black (CRD# 2394526) is an Investment Advisor Representative working at Kcg Investment Advisory Services LLC in Savannah, GA and has over 24 years of experience in the finance industry. Lyman Black 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.

2
Kimberly C. Good
CRD#: 1858207
Savannah, GA
96
Wealthminder
score

Kimberly Good (CRD# 1858207) is an Investment Advisor Representative working at Kcg Investment Advisory Services LLC in Savannah, GA and has over 29 years of experience in the finance industry. Kimberly Good 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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