Brian
Davis
Keystone Financial Group, LLC
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About this Advisor
Brian Davis is a financial advisor based in Lexington, Kentucky, working with Keystone Financial Group, LLC. Brian has previously held positions at Fifth Third Bank, University Of Kentucky, McDonald's, LPL Financial LLC, Judy Construction, and Keystone Financial Group. Brian has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Brian is part of Keystone Financial Group, LLC, which operates out of Lexington, Kentucky. The firm has 8 offices and 45 employees. The firm manages assets totaling $1.5 billion 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 educational seminars. The fee structure at Keystone Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keystone Financial Group, LLC Brokerage Details
$1,509,725,992
45
5,260
$287,020
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Brian Davis Work History
Lpl Financial LLC
Keystone Financial Group
Fifth Third Bank
Judy Construction
University Of Kentucky
Mcdonald'S
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
Lexington, KY
Somerset, KY
Christiansted, VI
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
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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