About Our Broker-Dealer
Helping You Thrive
Keystone Financial Management is affiliated with Royal Alliance Associates and part of Advisor Group, one of the largest networks of independent wealth management firms in the United States. You’ll maintain the local feel and receive the national support you need to thrive as a financial advisor.
About Royal Alliance Associates
Founded in 1969, Royal Alliance Associates supports over 5,000 affiliated advisors around the country. The company is run by financial management veterans who have been recognized as the industry’s topmost thought leaders. Royal Alliance Associates provides Keystone Financial Management advisors with wealth management solutions, compliance and supervision, acquisition support, personalized marketing, and more.
About Advisor Group
Advisor Group is comprised of four individual firms: Royal Alliance Associates, FSC Securities Corporation, SagePoint Financial, and Woodbury Financial Services. More than 7,000 advisors are affiliated with the group. The company devotes millions of dollars in resources to helping its advisors stay ahead of the market.
Step 1:
Getting to Know You
We’ll get to know both you and your business. After you complete some online pre-registration forms, we’ll help you determine how best to move forward.
Step 2:
Creating the Game Plan
Next, we’ll work with you to create your customized game plan. You’ll have to complete a few more forms, but then we’ll be ready to make the next move.
Step 3:
Making the Transition
We’ll help move your book of business and provide you key website tools and systems for training. You’re advertising pieces will also be submitted to our team for review.
Step 4:
Getting Started
We’ll give a final review of your accounts before introducing you to our service group. They’ll be by your side for ongoing support and assistance. Then, you’re ready to get started!