Keystone Financial Group, Inc.

Keystone Financial Group, Inc. (CRD# 129301) is a financial advisory firm headquartered in Atlanta, GA. They manage $78,572,171 in 298 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    298
    ACCOUNTS
  • Average Account Value
    $263,665
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

AL, GA

Financial Advisors at Keystone Financial Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Andrew J. Gilbert
CRD#: 5712292
6849 Peachtree Dunwoody Road, Building B-2, Atlanta, GA 30328
96
Wealthminder
score

Andrew Gilbert (CRD# 5712292) is an Investment Advisor Representative working at Keystone Financial Group, Inc. in Atlanta, GA and has over 7 years of experience in the finance industry. Andrew Gilbert 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
Gary S. Fortier
CRD#: 4719645
6849 Peachtree Dunwoody Rd, Building B-2, Atlanta, GA 30328
93
Wealthminder
score

Gary Fortier (CRD# 4719645) is an Investment Advisor Representative working at Keystone Financial Group, Inc. in Atlanta, GA and has over 12 years of experience in the finance industry.

3
Rhonda M. Gilbert
CRD#: 3139095
6849 Peachtree Dunwoody Road, Building B-2, Atlanta, GA 30328
93
Wealthminder
score

Rhonda Gilbert (CRD# 3139095) is an Investment Advisor Representative working at Keystone Financial Group, Inc. in Atlanta, GA and has over 19 years of experience in the finance industry.

4
Ryan P. McCafferty
CRD#: 6365889
6849 Peachtree Dunwoody Road, Building B-2, Atlanta, GA 30328
93
Wealthminder
score

Ryan McCafferty (CRD# 6365889) is an Investment Advisor Representative working at Keystone Financial Group, Inc. in Atlanta, GA and has over 3 years of experience in the finance industry. Ryan McCafferty 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.

5
Thomas K. Savage
CRD#: 3140055
6849 Peachtree Dunwoody Road, Building B-2, Atlanta, GA 30328
93
Wealthminder
score

Thomas Savage (CRD# 3140055) is an Investment Advisor Representative working at Keystone Financial Group, Inc. in Atlanta, GA and has over 19 years of experience in the finance industry.

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