Keystone Financial Group, LLC

Keystone Financial Group, LLC (CRD# 170201) is a financial advisory firm headquartered in Lexington, KY. They manage $1,509,725,992 in 5,260 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,510
    MILLION
  • Total Number of Accounts
    5,260
    ACCOUNTS
  • Average Account Value
    $287,020
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
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, IL, IN, KS, KY, LA, MD, NC, NJ, OH, SC, TN, TX, VA, VI, WA, WV

Financial Advisors at Keystone Financial Group, LLC
Showing 11 - 20 of 26 top financial advisors.
11
Tobin R. Jenkins
CRD#: 4654943
527 Wellington Way, Ste 225, Lexington, KY 40503

Tobin Jenkins (CRD# 4654943) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 20 years of experience in the finance industry.

12
Michael W. Kretz
CRD#: 4440636
527 Wellington Way, Ste 225, Lexington, KY 40503

Michael Kretz (CRD# 4440636) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 22 years of experience in the finance industry.

13
Grover A. Mollineaux
CRD#: 4730449
527 Wellington Way, Ste 225, Lexington, KY 40503

Grover Mollineaux (CRD# 4730449) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 20 years of experience in the finance industry.

14
James S. Morrison
CRD#: 2072248
527 Wellington Way, Ste 225, Lexington, KY 40503

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.

15
John E. Morton
CRD#: 6580382
134 N Maysville Rd, P.o. Box 874, Mount Sterling, KY 40353

John Morton (CRD# 6580382) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Mount Sterling, KY and has over 7 years of experience in the finance industry.

16
Jayme W. Nelson
CRD#: 7053399
527 Wellington Way, Ste 225, Lexington, KY 40503

Jayme Nelson (CRD# 7053399) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 5 years of experience in the finance industry.

17
Adam E. Richardson
CRD#: 4814134
38 Public Square, Somerset, KY 42501

Adam Richardson (CRD# 4814134) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Somerset, KY and has over 19 years of experience in the finance industry.

18
Eugene C. Richardson
CRD#: 1197490
527 Wellington Way, Ste 225, Lexington, KY 40503

Eugene Richardson (CRD# 1197490) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 40 years of experience in the finance industry.

19
Richard S. Seals
CRD#: 4897662
Christiansted, VI

Richard Seals (CRD# 4897662) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Christiansted, VI and has over 18 years of experience in the finance industry.

20
Richard B. Slade
CRD#: 3023203
527 Wellington Way, Ste 225, Lexington, KY 40503

Richard Slade (CRD# 3023203) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 25 years of experience in the finance industry.

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