Brian Davis is a registered investment advisor at Keystone Financial Group, LLC, based in Lexington, KY, with 3 years of industry experience. Brian 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
527 Wellington Way, Ste 225, Lexington, KY, 40503
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Brian operates Keystone Financial Group as a DBA for his LPL business and is a notary. He also owns Davis Advising LLC for tax/investment purposes, and provides investment advisory services through Keystone Financial Group, LLC, spending nearly full-time on this activity.
Employment History
Current Registrations
Keystone Financial Group, LLC
LPL Financial LLCBroker
State Registrations1 state
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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