NH
Nancy A. Houska
KEYSTONE FINANCIAL GROUP
ATLANTA, GA 30328
Some features on this profile are disabled
CRD#: 5536254
NH
Professional summary
Nancy Ann Houska, who also goes by Nancy Ann Coffman, Nancy Ann Price, is a registered financial advisor currently at KEYSTONE FINANCIAL GROUP, INC. located in Atlanta, Georgia.
Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Nancy has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nancy Ann Coffman | Nancy Ann Price
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.
INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES - PART OF MY EMPLOYMENT RESPONSIBILITIES FOR KEYSTONE FINANCIAL GROUP, INC.
I COMMUNICATE WITH INSURANCE PROVIDERS: OUR GENERAL AGENT IS "THE PALMER AGENCY"
1849 CLAIRMONT RD. DECATUR, GA 30033. THEY SOURCE OUT THE BEST TERM INSURANCE QUOTES FOR OUR CLIENTS WHEN REQUESTED.
PACIFIC LIFE INSURANCE COMPANY-LONG TERM CARE POLICY INFORMATION AND QUOTES
PENN MUTUAL INSURANCE COMPANY - EXISTING POLICY INFORMATION SUCH AS CASH VALUE AND STATEMENTS.
I PRIMARILY AM THE LIAISON BETWEEN THE CLIENT AND THE INSURANCE COMPANY AND THE OWNER/AGENT OF OUR FIRM. I REQUEST QUOTES AND PROVIDE INFORMATION AND APPLICATIONS TO THE AGENT IN OUR FIRM.
I SPEND APPROXIMATELY 5-10 HOURS A MONTH ON INSURANCE, IF THAT AS WE DO NOT WRITE THAT MUCH INSURANCE ANYMORE.
CRS (Client Relationship Summary) - RIA
Click below to view Nancy Ann Houska's 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®
NoneExperience
Current
August 27, 2018 - Present
KEYSTONE FINANCIAL GROUP, INC.
Office #1: 6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328RIA
CRD#: 129301
ATLANTA, GA
Past
November 12, 2012 - December 11, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
ATLANTA, GA
Past
May 19, 2009 - April 27, 2012
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
ST. LOUIS, MO
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".
KF
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)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(8/28/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KF
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)Upgrade to AdvisorCheck Premium
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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
6
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 572 |
| AUM (Assets Under Management) | $ 199,587,555 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
