Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Lynch is a registered investment advisor representative with Eagle Strategies LLC in Frisco, Texas. Keith has been in the financial services industry since 1996. Keith has been registered with Fidelity Brokerage Services LLC and Lincoln Financial Advisors Corporation in the past. Keith holds the Series 6, 7, 63, 65 and SIE licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
07/11/2023 - Present
Eagle Strategies LLC (FRISCO TX)
TX
05/06/2016 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
03/19/2015 - 03/07/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (Dallas TX)
TX
01/03/2012 - 06/04/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
12/04/2006 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
01/22/1994 - 12/04/2006
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
NA
12/01/1993 - 12/22/1993
LUX INVESTOR SERVICES CORPORATION
IA
Issued 07/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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