Grover
Mollineaux
Keystone Financial Group, LLC
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About this Advisor
Grover Mollineaux is a financial advisor who works out of Lexington, Kentucky with a total of 9 years of industry experience. Mollineaux works at Keystone Financial Group, LLC. During their career, the advisor has held roles at Lpl Financial LLC and Keystone Financial Group, LLC. Mollineaux has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to advise clients in Kentucky. Keystone Financial Group, LLC is a business that has its headquarters in Lexington, KY. The firm has offices in eight locations and a total of 39 people on staff. It administers $1 billion in assets across its 5,191 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises nine charities and foundations. Of its 5,191 client accounts, just 3% are associated with high-net-worth clients who have at least $1 million in investable assets. Keystone Financial Group, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advice usually depend on which services are provided. However, fees charged by Keystone Financial Group, LLC may include some blend 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
Grover Mollineaux Work History
Grover has been registered as a financial advisor for 9 years.*
Keystone Financial Group, LLC
Lpl Financial LLC
*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 Grover Mollineaux 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
Paducah, KY
Lexington, 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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