Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Davis is a financial advisor in Lexington, KY. Brian is a registered representative of Keystone Financial Group, LLC and an Investment Advisor Representative of Keystone Financial Group, LLC. Brian works with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Brian provides financial planning, investment management, and educational seminars to help clients achieve their financial goals. Brian's career in the financial industry began in 2020. Brian is committed to providing personalized service and building long-term relationships with clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KY
11/01/2022 - Present
Keystone Financial Group, LLC (LEXINGTON KY)
BOTH
Issued 10/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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