Richard
Blackston

Blackston Financial Advisory Group, LLC

CRD#6904997
Investment Advisor
in The Villages, FL

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About this Advisor

Richard Blackston is a financial advisor based in The Villages, Florida, working with Blackston Financial Advisory Group, LLC. Richard has previously held positions at Blackston Financial Advisory Group, LLC and was self-employed as a golfer. Richard has passed the Series 65 regulatory exam and is registered to provide services in Florida, Illinois, Kentucky, Louisiana, Michigan, New York, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Currently, Richard is part of Blackston Financial Advisory Group, LLC, which operates out of The Villages, Florida. The firm has 2 offices and 17 employees. The firm manages assets totaling $252.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Blackston Financial Advisory Group, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

8564 E. County Road 466 Suite 302
The Villages, FL 32162

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Blackston Financial Advisory Group, LLC Brokerage Details

Total Assets Under Management

$252,472,086

FL Average: $1,855,561,029
Total Number of Employees

17

FL Average: 62
Total Number of Accounts

2,040

FL Average: 2,474
Average Account Size

$123,761

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Richard Blackston Work History

2016 - Present (9 years)

Blackston Financial Advisory Group, LLC

2013 - 2016 (3 years)

Self Employed, Golfer

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Disclosures

Please visit the SEC profile of Richard Blackston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Blackston Financial Advisory Group, LLC

Samantha Stocksett
The Villages, FL
Richard Blackston
The Villages, FL
Colin Barrett
The Villages, FL
Jose Ruiz
The Villages, FL
David Blackston
The Villages, FL
Travis Bender
The Villages, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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