Keystone Capital Corporation

Keystone Capital Corporation (CRD# 10722) is a financial advisory firm headquartered in San Diego, CA. They manage $12,474,840 in 143 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $87,237
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

AZ, CA, CO, CT, DE, FL, GA, MA, MI, NC, NH, NY, OH, OK, OR, PA, SC, TX, UT, VA, VI, WA

Financial Advisors at Keystone Capital Corporation
Showing 1 - 7 of 7 top financial advisors.
1
David J. Martin
CRD#: 5202659
12230 El Camino Real, Ste 230, San Diego, CA 92130
93
Wealthminder
score

David Martin (CRD# 5202659) is an Investment Advisor Representative working at Keystone Capital Corporation in San Diego, CA and has over 10 years of experience in the finance industry.

2
Lacey L. Roberts
CRD#: 4245139
1019, Edmond, OK 73034
93
Wealthminder
score

Lacey Roberts (CRD# 4245139) is an Investment Advisor Representative working at Keystone Capital Corporation in Edmond, OK and has over 15 years of experience in the finance industry.

3
Eric A. Sams
CRD#: 5722993
12230 El Camino Real, Ste 230, San Diego, CA 92130
93
Wealthminder
score

Eric Sams (CRD# 5722993) is an Investment Advisor Representative working at Keystone Capital Corporation in San Diego, CA and has over 6 years of experience in the finance industry.

4
Alexander L. Raybin
CRD#: 2828841
22 Bungalow Ave, San Rafael, CA 94901
61
Wealthminder
score

Alexander Raybin (CRD# 2828841) is an Investment Advisor Representative working at Keystone Capital Corporation in San Rafael, CA and has over 19 years of experience in the finance industry.

5
Gerald P. Dietz
CRD#: 4032865
12230 El Camino Real, Suite 230, San Diego, CA 92130
46
Wealthminder
score

Gerald Dietz (CRD# 4032865) is an Investment Advisor Representative working at Keystone Capital Corporation in San Diego, CA and has over 14 years of experience in the finance industry.

6
Hugh G. Stout
CRD#: 5658255
12230 El Camino Real, Suite 230, San Diego, CA 92130
46
Wealthminder
score

Hugh Stout (CRD# 5658255) is an Investment Advisor Representative working at Keystone Capital Corporation in San Diego, CA and has over 7 years of experience in the finance industry.

7
Mark B. Lublin
CRD#: 2213912
West Newton, MA
38
Wealthminder
score

Mark Lublin (CRD# 2213912) is an Investment Advisor Representative working at Keystone Capital Corporation in West Newton, MA and has over 24 years of experience in the finance industry.

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