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Richard Blaine Slade

Keystone Financial Group, LLC

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About Richard Blaine Slade

Richard Slade is a registered investment advisor with Keystone Financial Group, LLC. Richard has been in the financial services industry since 1998 and has a broad range of experience. Richard is a Series 7, Series 31, Series 63, and Series 65 licensed professional. Richard Slade holds registrations in 13 states and the District of Columbia. Richard works with a wide range of clients including individuals, high-net-worth individuals, businesses, and charitable organizations. Richard specializes in providing financial planning, portfolio management, and educational seminars.

Firm Information

Richard Slade 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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Richard Slade’s Registration & Firm History

KY

03/31/2014 - Present

Keystone Financial Group, LLC (LEXINGTON KY)

KY

06/24/1998 - 12/22/2010

J.J.B HILLIARD, W.L. LYONS, LLC (LEXINGTON KY)

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Licenses & Designations

IA

Issued 06/30/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 05/04/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Blaine Slade. Review regulatory record here.
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