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Overview

Services

Advisor Services

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Keystone Financial Group, LLC 2 years, 3 months Aug 2017 - Present
J.R. Young Co., Inc 5 years, 4 months Jul 2014 - Present
Branch Banking and Trust 2 years, 8 months Nov 2011 - Jul 2014
Carabbas Italian Grill 4 years, 4 months May 2009 - Sep 2013
University of Kentucky 5 years, 9 months Aug 2005 - May 2011
Lpl Financial, LLC 17 years, 10 months Jan 2002 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Austin Duvall

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Answers

Ask a financial questionAsk a question
Can my employer refuse to pay out their contributions to my retirement plan even if I am fully vested in it?
Ask for the Summary Plan Document. Take that to your advisor and they should be able to tell you exactly what you can and cannot do with your money. Every plan has different rules and their is no way to know with out the Plan Document. ...  (more)
Answered Jul 2015
Finding an old 401k , company no longer in business.?
The law states the recordkeeper has to send you a statement quarterly. Do you receive these or remember who the 401K provider was?...  (more)
Answered Jul 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 9, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 10, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Keystone Financial Group, LLC

    Last updated on March 20, 2019
      • $794.6M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 3K
        Accounts
      • $244.7K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees