Keith Doyle Ehinger
Professional Summary
Keith Doyle Ehinger is a registered financial advisor currently at LRI INVESTMENTS located in Newtown, Pennsylvania and M HOLDINGS SECURITIES, INC. located in Horsham, Pennsylvania. Keith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Keith has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
Years of Experience
12 years in the financial services industry
Current & Past Employments
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
Current Firm
JKJ FINANCIAL SERVICES | MARINER FINANCIAL GROUP | LRI INVESTMENTS, LLC | LRI INVESTMENTS | LINDBERG & RIPPLE | JKJ RETIREMENT SERVICES
Contact Information
Main Address
3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410Phone Number
(561) 323-2265# of Employees
35SEC notice filing (35 States and Territories)
Registered to provide investment advisory services in 35 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,542AUM (Assets Under Management)
$2,781,193,458Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
Primary Firm SEC Registration
JKJ FINANCIAL SERVICES | MARINER FINANCIAL GROUP | LRI INVESTMENTS, LLC | LRI INVESTMENTS | LINDBERG & RIPPLE | JKJ RETIREMENT SERVICES
State Registrations and Notice Filings
(10/9/2024)
(3/13/2026)
(1/6/2026)
(10/9/2024)
(3/4/2026)
(10/16/2014)
(11/1/2024)
(11/1/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2014About the Series 6 examSRO Registrations
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
CRS (Client Relationship Summary) - RIA
Click below to view Keith Doyle Ehinger's CRS (Customer Relationship Summary).
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DUCHARME WEALTH ADVISORS, LLC
PURPOSE BUILT
