Nathan
Bay
Keystone Financial Group, LLC
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About this Advisor
Nathan Bay is a financial advisor based in Lexington, Kentucky, working with Keystone Financial Group, LLC. Nathan has previously held positions at First Security Bank, Thrivent Investment Management Inc, Thrivent Financial, University Of Kentucky Federal Credit Union, Lpl Financial LLC, Keystone Financial Group LLC, and Cuso Financial Services, Lp. Nathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kentucky. Currently, Nathan 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
Nathan Bay Work History
Lpl Financial LLC
Keystone Financial Group LLC
University Of Kentucky Federal Credit Union
Cuso Financial Services, Lp
Thrivent Financial
Thrivent Investment Management Inc
Thrivent Financial
First Security Bank
Disclosures
Please visit the SEC profile of Nathan Bay 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
Lexington, KY
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Christiansted, VI
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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