CL
CFP
CL
CFP

Christopher Lynch

26 Years of Experience
Franklin, TN
Broker

Christopher Lynch is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Franklin, TN, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

800 Crescent Centre Drive, Suite 130, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher serves as a board member for the MTSU Foundation since 2020, dedicating minimal time. He also owns rental real estate since 2014, which requires minimal time.

Employment History
Current Registrations
D.A. Davidson & CO.
June 2024 - Present · 1 yr 11 mos
D.A. Davidson & CO.
June 2024 - Present · 1 yr 11 mos
D.A. Davidson & CO.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Raymond James & Associates, INC.
September 2006 - June 2024 · 17 yrs 9 mos
Raymond James & Associates, INC.Broker
September 2006 - June 2024 · 17 yrs 9 mos
Suntrust Investment Services, INC.
June 2005 - October 2006 · 1 yr 4 mos
Suntrust Investment Services, INC.Broker
June 2005 - October 2006 · 1 yr 4 mos
Alexander Key Investments
July 2002 - June 2005 · 2 yrs 11 mos
Suntrust Capital Markets, INC.Broker
July 2002 - June 2005 · 2 yrs 11 mos
UBS Painewebber INC.Broker
August 2000 - July 2002 · 1 yr 11 mos
J.C. Bradford & CO.Broker
December 1999 - August 2000 · 8 mos
State Registrations30 states
AKALARAZCACODCFLGAINKYLAMDMEMIMNMOMSMTNCNMNVNYOHPASCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.