Claim Profile
Unclaimed Profile
RB

Richard Kyle Blackston

BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC·THE VILLAGES, Florida
Series 654 years registeredBLACKSTON'S FINANCIAL ADVISORY GROUP, LLC
8564 E. COUNTY ROAD 466, THE VILLAGES, FL 32162CRD# 6904997Firm CRD# 291380

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Kyle Blackston · THE VILLAGES, FL
Registration
CRD #6904997 · BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 26, 2021
Years registered · 4
03

Disclosure History

2024Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC
CRD 291380 · SEC 801-112486
AUM
$252M
Regulatory assets under management
Employees
17
2,040 client accounts
Services offered by BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in THE VILLAGES?

Browse all registered financial advisors in THE VILLAGES, Florida or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Richard Kyle Blackston offer?
Richard Kyle Blackston specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in THE VILLAGES, Florida for a consultation.
What are Richard Kyle Blackston's credentials?
Richard Kyle Blackston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Kyle Blackston located?
Richard Kyle 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 Richard Kyle Blackston charge for services?
Richard Kyle 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →