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).

Current Firm Details
527 Wellington Way, Ste 225, Lexington, KY 40503
https://twitter.com/keystoneky
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 21 - 26 of 26 top financial advisors.
21
James Templin, financial advisor Lexington KY
James S. Templin
CRD#: 4976297
527 Wellington Way, Ste 225, Lexington, KY 40503

James Templin (CRD# 4976297) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 18 years of experience in the finance industry.

22
Bernard Totty, financial advisor Lexington KY
Bernard S. Totty
CRD#: 2402951
527 Wellington Way, Ste 225, Lexington, KY 40503

Bernard Totty (CRD# 2402951) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 30 years of experience in the finance industry.

23
Christopher Watts, financial advisor Lexington KY
Christopher A. Watts
CRD#: 4935714
527 Wellington Way, Ste 225, Lexington, KY 40503

Christopher Watts (CRD# 4935714) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 18 years of experience in the finance industry.

24
Emma Cinnamon, financial advisor Lexington KY
Emma K. Cinnamon
CRD#: 6788828
527 Wellington Way, Ste 225, Lexington, KY 40503

Emma Cinnamon (CRD# 6788828) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 2 years of experience in the finance industry.

25
Brian Davis, financial advisor Lexington KY
Brian L. Davis
CRD#: 7612712
527 Wellington Way, Ste 225, Lexington, KY 40503

Brian Davis (CRD# 7612712) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has 1 year of experience in the finance industry.

26
Sean Melican, financial advisor Lexington KY
Sean T. Melican
CRD#: 6797611
527 Wellington Way, Ste 225, Lexington, KY 40503

Sean Melican (CRD# 6797611) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 4 years of experience in the finance industry.

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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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