BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC of THE VILLAGES, FL is an SEC-registered investment adviser (CRD 291380). Regulatory assets under management: $332.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| David S Blackston | MEMBER | — |
| Richard Kyle Blackston | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Andrea Evans Blackston | MEMBER | — |
| ARCE JOSEPH PHILLIP | CHIEF COMPLIANCE OFFICER | — |
| KERNEY THOMAS DEKARI | CHIEF COMPLIANCE OFFICER | — |
| Blackston Andrea Evans | MEMBER | — |
| BLACKSTON DAVID S | MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| BLACKSTON WILLIAM ANDREW | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Blackston Richard Kyle | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT; CHIEF OPERATING OFFICER; VICE PRESIDENT | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2024-03-21 | civil | CLIENT DID NOT LIKE PERFORMANCE OF ANNUITIES, IS SEEKING PRINCIPAL BACK WITH INTEREST, PAID SURRENDER FEES, AND ATTORNEY FEES. | Pending | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MOUNT DORA | FL | 2 | (352) 633-9046 |
| MOUNT DORA | FL | 2 | (352) 633-9046 |