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Mckenzie Anne Keetch

Lido

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About Mckenzie Anne Keetch

Mckenzie Keetch is a financial advisor currently registered with Lido Advisors, LLC and has been in the industry for over 4 years. Mckenzie has passed Series 63, Series 7TO, and the SIE exams, and is also a Certified Financial Planner. Mckenzie has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Mckenzie has a strong understanding of the financial planning process and is committed to helping clients reach their financial goals.

Firm Information

Mckenzie Keetch is currently registered with Lido. Lido is an investment advisor headquartered in Los Angeles, California. They provide a range of services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as educational seminars and selection of other advisors. They manage over $19.6 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and ERISA pooled plans.
Lido

1875 CENTURY PARK EAST

LOS ANGELES, CA 90067

$19.66B

Assets Under Management

26

Total Clients

150

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mckenzie Keetch’s Registration & Firm History

TX

09/24/2024 - Present

Lido (Dallas TX)

TX

10/29/2020 - 04/29/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WORTH TX)

TX

10/01/2020 - 10/13/2020

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BC

Issued 10/09/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mckenzie Anne Keetch.
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