Bruce Lindsay
Bruce Lindsay is a CFP-designated registered investment advisor at Keystone Financial Group, LLC, based in Louisville, KY, with 44 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 6,628 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range between 0.25% and 2.00% depending on the services, account size, and representative. Fees are negotiable.
Fee Estimator
Location
6013 Brownsboro Park Blvd, Suite A, Louisville, KY, 40207
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Other Business ActivitiesSells Insurance
Bruce sells non-variable insurance through various insurance companies since 2006. He also provides investment advisory services through Keystone Financial Group LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Keystone Financial Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward D. Jones & CO., L.P.Broker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Ids/american Express INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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