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 financial advisor with over 25 years of experience in the industry. Keith is currently registered with Eagle Strategies LLC and holds a Series 6, 7, 63, 65 and 66 license. Keith has previously worked with Fidelity Brokerage Services LLC and Lincoln Financial Advisors Corporation. Keith is a highly experienced advisor with a strong track record of success in providing financial advice to individuals and businesses. Keith is committed to providing his clients with the highest level of service and personalized attention.
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.
1
2
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 7/3/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 6/2/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Keith Lynch is the right advisor for you? Invested Better is here to help.
