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Thomas King Savage

Keystone Financial Group, Inc.

Atlanta, GA

CRD 3140055

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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:

Current Employers
Keystone Financial Group, Inc.

6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2004-06-21
  • GA RA
    APPROVED
    Since 2004-06-21

Branch Locations

6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Large & Gilbert Pc Atlanta GA 07/1987 Present
Keystone Financial Group, Inc. (L&G Financial Services, Inc.) Atlanta GA 07/1999 Present
Cambridge Investment Research, Inc Fairfield IA 03/2007 11/2017
  • 07/1987 → 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)GSG 1; ATLANTA, GA; NON INV RELATED; COMMERCIAL PROPERTY RENTAL COMPANY; 1 BUILDING & RENT SPACE TO TENANTS; MEMBER; 50% OWNER; 12/2004; 1-5 HRS/MTH; 0 DURING TRADING. 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 TECHNOLOGY SOLUTIONS, INC., 6849 PEACHTREE DUNWOODY RD, BLDG B-2, ATLANTA, GA 30328. BEGAN 12/28/1995 AS A VICE PRESIDENT THAT SELLS RESELL CONSTRUCTION ACCOUNTING SOFTWARE. NOT INVESTMENT RELATED. 2HR/YR, 0/TRADE. 6) HOLDING COMPANY FOR INVESTMENTS,RESOURCE INFUSION GROUP, LLC, 6849 PEACHTREE DUNWOODY RD, BUILDING A-2, ATLANTA, GA 30328, MEMBER SINCE 6/24/11, NON-INVESTMENT RELATED, 10 HOURS YEARLY NONE DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-01-13
  • S66 Uniform Combined State Law Examination
    1999-01-13
Other Names
  • Thomas K Savage
  • Tom Savage

View on SEC IAPD

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