Keystone Financial Group, Inc.

Keystone Financial Group, Inc. (CRD# 129301) is a financial advisory firm headquartered in Atlanta, GA. They manage $180,208,771 in 493 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6849 Peachtree Dunwoody Road, Building B-2, Atlanta, GA 30328
http://keystonefg.com/
By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    493
    ACCOUNTS
  • Average Account Value
    $365,535
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Keystone Financial Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Gary Fortier, financial advisor Atlanta GA
Gary S. Fortier
CRD#: 4719645
6849 Peachtree Dunwoody Rd, Building B-2, Atlanta, GA 30328

Gary Fortier (CRD# 4719645) is an Investment Advisor Representative working at Keystone Financial Group, Inc. in Atlanta, GA and has over 18 years of experience in the finance industry.

2
Andrew Gilbert, financial advisor Atlanta GA
Andrew J. Gilbert
CRD#: 5712292
6849 Peachtree Dunwoody Road, Building B-2, Atlanta, GA 30328

Andrew Gilbert (CRD# 5712292) is an Investment Advisor Representative working at Keystone Financial Group, Inc. in Atlanta, GA and has over 13 years of experience in the finance industry.

3
Rhonda Gilbert, financial advisor Atlanta GA
Rhonda M. Gilbert
CRD#: 3139095
6849 Peachtree Dunwoody Road, Building B-2, Atlanta, GA 30328

Rhonda Gilbert (CRD# 3139095) is an Investment Advisor Representative working at Keystone Financial Group, Inc. in Atlanta, GA and has over 25 years of experience in the finance industry.

4
Nancy Houska, financial advisor Atlanta GA
Nancy A. Houska
CRD#: 5536254
6849 Peachtree Dunwoody Road, Building B-2, Atlanta, GA 30328

Nancy Houska (CRD# 5536254) is an Investment Advisor Representative working at Keystone Financial Group, Inc. in Atlanta, GA and has over 15 years of experience in the finance industry.

5
Ryan McCafferty, financial advisor Atlanta GA
Ryan P. McCafferty
CRD#: 6365889
6849 Peachtree Dunwoody Road, Building B-2, Atlanta, GA 30328

Ryan McCafferty (CRD# 6365889) is an Investment Advisor Representative working at Keystone Financial Group, Inc. in Atlanta, GA and has over 9 years of experience in the finance industry.

6
Thomas Savage, financial advisor Atlanta GA
Thomas K. Savage
CRD#: 3140055
6849 Peachtree Dunwoody Road, Building B-2, Atlanta, GA 30328

Thomas Savage (CRD# 3140055) is an Investment Advisor Representative working at Keystone Financial Group, Inc. in Atlanta, GA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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