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).
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Total Assets Under Management1,510MILLION
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Total Number of Accounts5,260ACCOUNTS
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Average Account Value$287,020
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, CA, FL, GA, IL, IN, KS, KY, LA, MD, NC, NJ, OH, SC, TN, TX, VA, VI, WA, WV
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.