Best Investors
Account
Sign in
527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-02-01 |
Branch Locations
6013 Brownsboro Park Blvd Suite A, Louisville, KY 40207 • United States
527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Louisville | KY | 08/1988 | Present |
| Lamkin Wealth Management | Prospect | KY | 04/2015 | 08/2018 |
| Keystone Financial Group | Lexington | KY | 02/2024 | Present |
1. 11/02/2006 - Non-Variable Insurance - INSURANCE COMPANIES (VARIOUS) - Investment Related - At Reported Business Location(s) 2. 02/20/2024 - Keystone Financial Group LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started: 2/5/2024 - 160 Hrs/Mo; 8 Hr During Trading - I provide investment advisory services through Keystone Financial Group, LLC, an independent investment advisor firm. I started this business activity in 2/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 10/01/2024 - Keystone Financial Group LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/05/2024 - 125 Hours per Month/ 8 Hours During Trading - I provide investment advisory services through Keystone Financial Group, LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 125 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-05-28 |
Reach out to this advisor