Unclaimed Profile

David S Blackston

BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC·THE VILLAGES, Florida

BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

8564 E. COUNTY ROAD 466, THE VILLAGES, FL 32162CRD# 5458383Firm CRD# 291380

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David S Blackston · THE VILLAGES, FL

Registration

CRD #5458383 · BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

David S Blackston is a registered financial advisor based in THE VILLAGES, Florida, affiliated with BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

AUM

$252M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5458383

Firm CRD# 291380

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David S Blackston offer?

David S Blackston specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in THE VILLAGES, Florida for a consultation.

What are David S Blackston's credentials?

David S Blackston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David S Blackston located?

David S Blackston is based in THE VILLAGES, Florida, working with BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC. Their office serves clients in the THE VILLAGES metropolitan area and surrounding communities.

How does David S Blackston charge for services?

David S Blackston's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC?

BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC has approximately 17 employees and manages $252M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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