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Bruce William Lindsay

Keystone Financial Group, LLC

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About Bruce William Lindsay

Bruce William Lindsay is a financial advisor with Keystone Financial Group, LLC, located in Lexington, KY. Bruce has been in the financial services industry since June 1982. Bruce is registered with FINRA and the State of Kentucky. Bruce has a series 7, Series 22, Series 6, Series 24, and SIE license. Bruce is a CERTIFIED FINANCIAL PLANNER™ professional.

Firm Information

Bruce Lindsay 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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Bruce Lindsay’s Registration & Firm History

KY

02/01/2024 - Present

Keystone Financial Group, LLC (LEXINGTON KY)

NA

08/23/1984 - 08/25/1988

EDWARD D. JONES & CO., L.P.

NA

06/02/1982 - 08/31/1984

IDS LIFE INSURANCE COMPANY

NA

06/02/1982 - 08/31/1984

IDS MARKETING CORPORATION

NA

06/02/1982 - 08/31/1984

IDS/AMERICAN EXPRESS INC.

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Licenses & Designations

BC

Issued 05/28/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/1988

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1984

Series 7 - General Securities Representative Examination

BC

Issued 12/27/1983

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 05/28/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bruce William Lindsay. Review regulatory record here.
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