Brian
Davis
Keystone Financial Group, LLC
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About this Advisor
Brian Davis is a financial advisor operating in Lexington, Kentucky with a total of 1 year of industry experience. Davis works at Keystone Financial Group, LLC. Davis has gained experience at Fifth Third Bank, University Of Kentucky, Mcdonald'S, Harrison Co High School, Lpl Financial LLC, Judy Construction and Keystone Financial Group. Davis maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Kentucky. Keystone Financial Group, LLC is a registered investment firm that has its headquarters in Lexington, KY. The investment advisory business has offices in eight locations and a total of 39 financial advisors. It administers $1 billion in assets under management among its 5,191 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 5,191 client accounts, just 3% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management typically depend on which service is offered. However, fees charged by Keystone Financial Group, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keystone Financial Group, LLC Brokerage Details
$1,243,093,426
39
5,191
$239,471
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Brian Davis Work History
Brian has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Keystone Financial Group
Fifth Third Bank
Judy Construction
University Of Kentucky
Mcdonald'S
Harrison Co High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Davis 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 Keystone Financial Group, LLC
Lexington, KY
Paducah, KY
Lexington, KY
Paducah, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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