Rhonda Mixon Gilbert

Employer firm

Keystone Financial Group, Inc. CRD 129301

$247M regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1977 → Present
  Large & Gilbert Pc
  Atlanta, GA
• 07/1999 → Present
  Keystone Financial Group, Inc. (L&G Financial Services, Inc.)
  Atlanta, GA
• 03/2007 → 11/2017
  Cambridge Investment Research, Inc
  Fairfield, IA

Previous Registrations

• 2003-02-03 → 2004-07-16
  Triad Advisors Llc
  Atlanta, GA

Other Businesses

1)GSG1; ATLANTA, GA; NON INVESTMENT RELATED; COMMERCIAL PROPERTY RENTAL COMPANY; 1 BUILDING,RENT SPACE TO TENANTS; MEMBER; 50% OWNER; 12/2004; 1 HR/MTH; 0 DURING TRADE. 2)GILBERT & SAVAGE, LLC; ATLANTA, GA; NON INVEST RELATED; COMMERCIAL RENTAL PROPERTY; PARTNER; 50% OWNER; 1996; 1 HR/MTH. 3)GSG PROPERTIES II LLC; GSG PROPERTIES III LLC; GSG PROPERTIES IV LLC; ATLANTA, GA; ALL ARE NON INVEST RELATED; COMMERCIAL RENTAL PROPERTIES; PARTNER; 50% OWNER; SINCE 1998; 1 HR/MTH FOR EACH; 0 DURING TRADING. 4)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 5)L&G RENTALS 6849 PEACHTREE DUNWOODY RD, ATLANTA, GA 30328. BEGAN 12/1/07 AS MEMBER OF CONDO RENTAL. DEVOTES 2 HR/MNTH 0/TRADE. 6)L&G TECHNOLOGY SOLUTIONS, INC., 6849 PEACHTREE DUNWOODY RD, BLDG B-2, ATLANTA, GA 30328. BEGAN 12/28/1995 AS A PRESIDENT THAT SELLS RESELL CONSTRUCTION ACCOUNTING SOFTWARE. NOT INVESTMENT RELATED. 10HR/YR, 0/TRADE. 7)HOLDING COMPANY FOR INVESTMENTS, RESOURCE INFUSION GROUP, LLC , 6849 PEACHTREE DUNWOODY RD, BUILDING A-2, ATLANTA, GA 30328, MANAGER SINCE 6/24/11, NON-INVESTMENT RELATED, 10 HOURS YEARLY NONE DURING TRADING HOURS. 8)BUDDY RESOURCES, LLC 6849 PEACHTREE DUNWOODY RD, BLD. A-2 ATLANTA GA 30328. BEGAN 6/28/11 AS MEMBER. HOLDING COMPANY FOR RHONDA'S AND HER HUSBAND'S PERSONAL INVESTMENT ASSESTS. NOT INVESTMENT RELATED. DEVOTES 5 HR/YR, NONE DURING TRADING. 9) CONSERVATION PAYS, LLC 6849 PEACHTREE DUNWOODY RD, BLD A-2 ALANTA GA 30328. BEGAN 7/7/11 AS MEMBER. SILENT INVESTOR WITH NO SPECIFIC DUTIES. NOT INVESTMENT RELATED. COMPANY IS DORMANT WITH NO ACTIVITY.

Exams

• S66 Uniform Combined State Law Examination
  1999-01-13

Other Names

• Rhonda Yvonne Mixon