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Austin Thomas Duvall

Keystone Financial Group, LLC

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About Austin Thomas Duvall

Austin Thomas Duvall is a financial advisor with Keystone Financial Group, LLC. Austin has been in the financial industry since 2014 and has a Series 66, Series 7, and SIE. Austin is registered in multiple states, including Kentucky, Florida, Texas, Georgia, Alabama, and Michigan. Austin has a background with J.R. Young Co., Inc. and LPL Financial, LLC. Keystone Financial Group, LLC is an independent investment advisor firm. Austin offers a variety of financial services, including financial planning, portfolio management for individuals, educational seminars, and investment advisory services.

Firm Information

Austin Duvall is currently registered with Keystone Financial Group, LLC. 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.

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Austin Duvall’s Registration & Firm History

KY

10/16/2017 - Present

Keystone Financial Group, LLC (Lexingtin KY)

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Licenses & Designations

BOTH

Issued 12/02/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Austin Thomas Duvall.
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