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Eric Lee Keith

David Lerner Associates, Inc.

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About Eric Lee Keith

Eric Lee Keith is a financial professional with over 14 years of experience in the securities industry. Eric is registered with David Lerner Associates, Inc. in 27 states.

Firm Information

Eric Keith is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Eric Keith’s Registration & Firm History

NJ

09/10/2009 - Present

David Lerner Associates, Inc. (LAWRENCEVILLE NJ)

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Licenses & Designations

BC

Issued 10/26/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Lee Keith.
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