James Spencer Templin
Investment adviser representative at Keystone Financial Group, LLC
21 yearsExperience
1 stateRegistered in
$2.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Keystone Financial Group, LLCJun 2017 to now
- LPL Financial, LLCJun 2017 to now
- J.J.B. Hilliard, W.L. Lyons, IncMay 2005 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (KY).
Keystone Financial Group, LLC
$2.3BAssets managed
6,628Clients
34Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4976297
- Firm CRD
- 170201