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Dillon Lynch

4 Years of Experience
Murfreesboro, TN
Broker

Dillon Lynch is a registered investment advisor at D.A. Davidson & CO., based in Murfreesboro, TN, with 4 years of industry experience. Dillon 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

Murfreesboro, TN

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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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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 2022 - June 2024 · 1 yr 9 mos
Raymond James & Associates, INC.Broker
December 2021 - June 2024 · 2 yrs 6 mos
State Registrations30 states
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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.