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Gary Jo Anderson

Keystone Financial Group, LLC

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About Gary Jo Anderson

Gary Jo Anderson is a registered representative with Keystone Financial Group, LLC. Gary is licensed to sell securities in Florida, Idaho, Kentucky, Mississippi, Montana, North Carolina, South Carolina, and South Dakota. Gary has been in the securities industry since August 7, 2002. Previously, Gary was registered with Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Gary holds a Series 66, Series 7, and SIE license. Gary specializes in financial planning, portfolio management for individuals, and providing educational seminars. Gary is also involved in real estate rentals. Gary is a registered investment advisor with Keystone Financial Group, LLC, which is based in Lexington, Kentucky.

Firm Information

Gary Anderson 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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Gary Anderson’s Registration & Firm History

KY

03/31/2014 - Present

Keystone Financial Group, LLC (LEXINGTON KY)

KY

01/01/2008 - 05/04/2009

WACHOVIA SECURITIES, LLC (LEXINGTON KY)

KY

08/08/2002 - 01/03/2008

A. G. EDWARDS & SONS, INC. (LEXINGTON KY)

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Licenses & Designations

BOTH

Issued 09/06/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Jo Anderson.
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