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Keystone Financial Group, LLC

Headquartered in LEXINGTON, KY

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Firm Information

Keystone Financial Group, LLC is an investment advisor headquartered in LEXINGTON, KY. The firm has 33 licensed agents, and its regulatory assets under management (AUM) are $1,509,725,992. Keystone Financial Group, LLC provides financial planning, portfolio management for individuals, and educational seminars. The firm caters to individuals (both high-net-worth and other), corporations or other businesses, and charitable organizations.

Keystone Financial Group, LLC

527 WELLINGTON WAY, STE 225

LEXINGTON, KY 40503

$1.51B

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (9)

KEYSTONE FINANCIAL GROUP, LLC has a total of 9 branch locations across the country.
location

SOMERSET, KY

location

LEXINGTON, KY

location

VENICE, FL

location

Louisville, KY

location

Ashland, KY

location

Christiansted, VI

location

Lexingtin, KY

location

Venice, FL

location

Mt. Sterling, KY

Advisors at Keystone Financial Group, LLC

View All 30 Advisors
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Gary Jo Anderson

RA

LEXINGTON, KY

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Joel Edwin Godby

RA

Mt. Sterling, KY

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Gregory Warren Smith

CFP®, RA

Louisville, KY

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Sean Thomas Melican

RA

LEXINGTON, KY

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Richard Blaine Slade

RA

LEXINGTON, KY

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Jack B Roberts

RA

LEXINGTON, KY

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Eugene Cliff Richardson

RA

LEXINGTON, KY

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Unclaimed
Grant Aaron ward Ostrander

RA

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Disclosures

There are no public disclosures for Keystone Financial Group, LLC.

Frequently Asked Questions (11)

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