Invested Better
Unclaimed

Unclaimed

Unclaimed

Sean Thomas Melican

Keystone Financial Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sean? Claim Your Profile

About Sean Thomas Melican

Sean Melican is a financial advisor who has been in the industry since 2019. Sean is currently registered with Keystone Financial Group, LLC. Sean has previously worked for Lincoln Investment. Sean holds the Series 7TO, SIE, and Series 66 licenses. Sean specializes in providing financial planning and portfolio management services for individuals and corporations. Sean is also a co-member and business owner of SandS Shipping.

Firm Information

Sean Melican 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sean Melican’s Registration & Firm History

KY

02/04/2025 - Present

Keystone Financial Group, LLC (LEXINGTON KY)

OH

08/06/2019 - 05/11/2020

LINCOLN INVESTMENT (INDEPENDENCE OH)

Not sure if Sean Thomas Melican is right for you?

Licenses & Designations

BOTH

Issued 09/19/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Thomas Melican.
Not sure if Sean Thomas Melican is right for you?