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James Templin

Keystone Financial Group, LLC
21 Years of Experience
Lexington, KY
Broker
View SEC Summary
View SEC Summary

James Templin is a registered investment advisor at Keystone Financial Group, LLC, based in Lexington, KY, with 21 years of industry experience. James 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.

Keystone Financial Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
6,628 clients
Average Client Portfolio
$353K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees range between 0.25% and 2.00% depending on the services, account size, and representative. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

527 Wellington Way, Ste 225, Lexington, KY, 40503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James provides investment advisory services through Keystone Financial Group, LLC, dedicating full-time hours to this activity. He also owns rental real estate properties, spending minimal time on these ventures.

Employment History
Current Registrations
Keystone Financial Group, LLC
June 2017 - Present · 9 yrs 4 mos
LPL Financial LLCBroker
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLCBroker
September 2005 - June 2017 · 11 yrs 9 mos
J.J.B. Hilliard, W.L. Lyons, LLC
August 2005 - June 2017 · 11 yrs 10 mos
State Registrations19 states
AKALARFLGAILINKYMDMIMONCNJOHPASCUTVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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