KE
Keith D. Ehinger
LRI INVESTMENTS
Newtown, PA 18940
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CRD#: 5758524
KE
Professional summary
Keith Doyle Ehinger, who also goes by Keith Doyl Ehinger, is a registered financial advisor currently at LRI INVESTMENTS located in Newtown, Pennsylvania and M HOLDINGS SECURITIES, INC. located in Newtown, 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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Keith Doyl Ehinger
Other business activities
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.
1) JKJ Financial Services; 109 Pheasant Run, Newtown, PA 18940; 10/2011; Principal; Owner/principal of insurance and financial services firm where I serve as an Insurance Marketer and Client Relationship Manager; Investment Related; 160 hours/month; 160 hours/month during business hours; Ownership, Wages/Salary; Production of life insurance related revenue, investment advisory services, general management of business activities/staff, strategic planning of firm objectives. 2) JKJ M Equity Partners, LP.; investment-related; 109 Pheasant Run, Newtown, PA 18940; acquisition and ownership of securities; Limited Partner; 05/2019 start date; 0 hours/month; 0 hours/month during trading hours; passive investor. 3) M Holdings Securities, Inc; investment-related; 1125 NW Couch St. Portland OR 97209; Broker/Dealer services; Registered Representative; 06/2014 start date; 160 hours/month; 160 hours/month during securities trading hours; placement and management of securities related business. 4) LRI Investments, LLC; 3825 PGA Blvd, Suite 303, Palm Beach Gardens FL 33410; Registered Investment Advisor; Investment related; Investment Advisory Representative; provide investment advisory services to clients; 11/01/2024; 160 hours per month; 160 hours per month during trading hours. 5) JKJ LRII EQUITY PARTNERS LLC; 109 Pheasant Run, Newtown PA 18940; Entity to hold ownership in RIA; Investment related; Partner; No additional responsibilities outside of our IA operations through LRII; 11/25/2024; 160 hours per month; 160 hours per month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Keith Doyle Ehinger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2024 - Present
LRI INVESTMENTS
Office #1: 109 Pheasant Run, Newtown, PA 18940RIA
CRD#: 323556
Newtown, PA
Current
June 9, 2014 - Present
M HOLDINGS SECURITIES, INC.
Office #1: 109 Pheasant Run, Newtown, PA 18940RIA
BD
CRD#: 43285
Newtown, PA
Past
October 16, 2014 - July 2, 2025
M HOLDINGS SECURITIES, INC.
RIA
CRD#: 43285
PORTLAND, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LI
LRI INVESTMENTS
JKJ FINANCIAL SERVICES | MARINER FINANCIAL GROUP | LRI INVESTMENTS, LLC | LRI INVESTMENTS | LINDBERG & RIPPLE | JKJ RETIREMENT SERVICES
CRD#: 323556 / SEC#: 801-127277
RIA
Registered Investment Advisory firm - (4/12/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/9/2024)
RR
New Jersey(10/9/2024)
RR
Pennsylvania(10/16/2014)
IAR
Pennsylvania(11/1/2024)
IAR
Texas(11/1/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LI
LRI INVESTMENTS
JKJ FINANCIAL SERVICES | MARINER FINANCIAL GROUP | LRI INVESTMENTS, LLC | LRI INVESTMENTS | LINDBERG & RIPPLE | JKJ RETIREMENT SERVICES
CRD#: 323556 / SEC#: 801-127277
RIA
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Contact information
Main Address
3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410
Mailing Address
Phone number
(561) 323-2265
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,295 |
| AUM (Assets Under Management) | $ 1,404,038,363 |
Red Flags
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.
