David Eugene 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

• 03/2005 → Present
  Eagle Strategies Corp
  Richmond, VA
• 11/1994 → Present
  Nylife Securities Inc.
  Richmond, VA
• 09/1994 → Present
  New York Life Insurance Co.
  Richmond, VA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; START DATE 11/2002] [Third Church; I will be a Deacon at my church starting 1/1/2024; Third Church 600 Forest Ave. Richmond, Va 23229; Start Date 01/2024; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Southampton Recreation Association; Community recreation center; advisory capacity to the board; 3201 Chellowe Road Richmond, Virginia 23225; Start Date 01/2016; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Southampton Recreation Association Endowment Fund; A non-profit committee that reports to the Southampton Board of directors. The purpose is to allow tax deductible donations that will be used to encourage amateur athletics and maintain the facilities to support this at The Southampton rec. assoc.; 3201 Chellowe Rd Richmond, Va 23225; Start Date 10/2020; Role/Title: Officer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; secretary record notes from meetings of this committee]

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-12-21

Designations

• Chartered Financial Consultant