Kristin
Lynch
Keystone Financial Group, LLC
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About this Advisor
Kristin Lynch is a financial advisor based in Paducah, Kentucky who has 7 years of relevant experience. Lynch is an employee of Keystone Financial Group, LLC. Their career trajectory has included roles at Jennings And Associates Financial Advisors LLC, Lpl Financial, LLC and Keystone Financial Group, LLC. Lynch maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Kentucky. Keystone Financial Group, LLC is a registered investment business based out of Lexington, KY. The firm has offices in eight locations and a total of 39 advisors. It manages $1 billion in total assets among its 5,191 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm provides services to nine charities and foundations. Of its 5,191 customer accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors depend on which service is offered. However, fee types charged by Keystone Financial Group, LLC most likely include 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
Kristin Lynch Work History
Kristin has been registered as a financial advisor for 7 years.*
Keystone Financial Group, LLC
Lpl Financial, LLC
Jennings And Associates Financial Advisors 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 Kristin Lynch 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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