Thomas K. Savage

KEYSTONE FINANCIAL GROUP

ATLANTA, GA 30328

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CRD#: 3140055

Professional summary

Thomas King Savage, who also goes by Thomas K Savage, Tom Savage, is a registered financial advisor currently at KEYSTONE FINANCIAL GROUP, INC. located in Atlanta, Georgia.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Thomas has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas K Savage | Tom Savage

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)GSG 1; ATLANTA, GA; NON INV RELATED; COMMERCIAL PROPERTY RENTAL COMPANY; 1 BUILDING & RENT SPACE TO TENANTS; MEMBER; 50% OWNER; 12/2004; 1-5 HRS/MTH; 0 DURING TRADING. 2)GILBERT & SAVAGE, LLC; ATLANTA, GA; NON INVEST RELATED; COMMERCIAL RENTAL PROPERTY; PARTNER; 50% OWNER; 1996; 1 HR/MTH. 3)GSG PROPERTIES II LLC; GSG PROPERTIES III LLC; GSG PROPERTIES IV LLC; ATLANTA, GA; ALL ARE NON INVEST RELATED; COMMERCIAL RENTAL PROPERTIES; PARTNER; 50% OWNER; SINCE 1998; 1 HR/MTH FOR EACH; 0 DURING TRADING. 4)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 5)L&G TECHNOLOGY SOLUTIONS, INC., 6849 PEACHTREE DUNWOODY RD, BLDG B-2, ATLANTA, GA 30328. BEGAN 12/28/1995 AS A VICE PRESIDENT THAT SELLS RESELL CONSTRUCTION ACCOUNTING SOFTWARE. NOT INVESTMENT RELATED. 2HR/YR, 0/TRADE. 6) HOLDING COMPANY FOR INVESTMENTS,RESOURCE INFUSION GROUP, LLC, 6849 PEACHTREE DUNWOODY RD, BUILDING A-2, ATLANTA, GA 30328, MEMBER SINCE 6/24/11, NON-INVESTMENT RELATED, 10 HOURS YEARLY NONE DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas King Savage's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 21, 2004 - Present

KEYSTONE FINANCIAL GROUP, INC.

Office #1: 6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328

RIA

CRD#: 129301

ATLANTA, GA

Past

March 2, 2007 - December 15, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

ATLANTA, GA

Past

September 8, 2005 - March 7, 2007

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

ATLANTA, GA

Past

July 23, 2004 - September 14, 2005

WINEBRENNER CAPITAL PARTNERS, LLC

CRD#: 48027

LOUISVILLE, KY

Past

February 3, 2003 - July 16, 2004

TRIAD ADVISORS LLC

RIA

CRD#: 25803

ATLANTA, GA

Past

November 18, 2002 - July 16, 2004

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

June 15, 1999 - December 12, 2002

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

January 29, 1999 - September 29, 1999

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KEYSTONE FINANCIAL GROUP, INC.

KEYSTONE FINANCIAL GROUP, INC. | L&G FINANCIAL SERVICES, INC.

CRD#: 129301 / SEC#: 801-121415

RIA

Registered Investment Advisory firm - (6/4/2021 Approved)

Alabama

Registered Investment Advisory firm - (12/5/2018 Terminated)

Georgia

Registered Investment Advisory firm - (7/15/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(6/21/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/13/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/15/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/19/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/27/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KEYSTONE FINANCIAL GROUP, INC.

KEYSTONE FINANCIAL GROUP, INC. | L&G FINANCIAL SERVICES, INC.

CRD#: 129301 / SEC#: 801-121415

RIA

Registered Investment Advisory firm - (6/4/2021 Approved)

Alabama

Registered Investment Advisory firm - (12/5/2018 Terminated)

Georgia

Registered Investment Advisory firm - (7/15/2021 Terminated)

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Contact information

Main Address

6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328

Mailing Address

Phone number

(770) 698-9816

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KEYSTONE FINANCIAL GROUP, INC. ADV BROCHURE (7/22/2025)

Regulatory assets under management

Total Number of Accounts	572
AUM (Assets Under Management)	$ 199,587,555

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Thomas K. Savage

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas King Savage's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

1ST GLOBAL CAPITAL CORP.

WINEBRENNER CAPITAL PARTNERS, LLC

TRIAD ADVISORS LLC

TRIAD ADVISORS LLC

1ST GLOBAL CAPITAL CORP.

VERAVEST INVESTMENTS, INC.

Primary Firm SEC Registration

KEYSTONE FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/13/1999

SIE

Date: 12/15/2017

Series 7

Date: 6/19/2006

Series 6

Date: 1/27/1999

Current Firm

KEYSTONE FINANCIAL GROUP, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KEYSTONE FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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