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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Keystone Global Partners LLC 9 years, 11 months Jan 2010 - Present
Royal Oak Capital Management LLC 1 year, 4 months Sep 2008 - Jan 2010
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 3 years, 11 months Oct 2004 - Sep 2008

Designations & Memberships

Membership information not available

Articles and Answers

Insights by James Carr

    *Articles are published by advisors without compensation.

    Answers

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    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 5, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Dec 20, 2017
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Keystone Global Partners LLC

    Last updated on March 5, 2019
      • $138.5M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 26
        number of clients
      • $5.3M
        Estimated Average Account Balance Per Client

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements