Keith Lynch

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 07/2021
  Fidelity Brokerage Services, Inc.
  Westlake, TX
• 07/2021 → 09/2022
  Unemployed
  Denton, TX
• 09/2022 → Present
  Kirk Quaschnick
  Frisco, TX
• 03/2023 → Present
  Nylife Securities Llc
  Frisco, TX
• 07/2023 → Present
  Eagle Strategies Llc
  Frisco, TX
• 08/2023 → 03/2024
  Mogul Wealth Strategies, Llc
  Frisco, TX
• 03/2024 → Present
  Tri Wealth, Llc
  Frisco, TX

Previous Registrations

• 2000-06-30 → 2006-12-18
  Strategic Advisers Llc
  Westlake, TX
• 2005-04-26 → 2006-12-18
  Fidelity Personal Trust Company, Fsb
  Westlake, TX

Other Businesses

[OPERATING UNDER THE DBA NAME OF TRI WEALTH, LLC FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; (FRISCO, TX); START DATE: 03/2024][Rental Property ; I have rented out my Primary Residence ; 1220 Anna St Denton TX 76201; Start Date 04/2025; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-03
• S66 Uniform Combined State Law Examination
  2000-06-02
• S63 Uniform Securities Agent State Law Examination
  1993-11-30

Other Names

• Keith Edward Lynch