Brian L Davis
Investment adviser representative at Keystone Financial Group, LLC
10 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
10 years in the industry.
- Keystone Financial Group, LLCAug 2022 to now
- LPL Financial LLCAug 2022 to now
- Fifth Third BankFeb 2021 to Aug 2022
- Self-employedMay 2020 to Feb 2021
- Judy ConstructionMay 2017 to Jul 2020
- University of KentuckyAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7612712
- Firm CRD
- 170201