Kathy Keadle
Kathy Keadle is a registered investment advisor at Independent Financial Group, LLC, based in Martinez, GA, with 21 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
3714 Executive Center Drive, Martinez, GA, 30907
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2013Other Business ActivitiesSells Insurance
Kathy is the owner of Keystone Financial Services, LLC, Keystone Foundation, and Keystone Power Company Financial Planing Team-Marketing, all DBAs for marketing and providing financial services. Kathy also has outside insurance, tax preparation, and real estate activities, each taking minimal time.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations16 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.