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Billy Lynch

46 Years of Experience
Franklin, TN
2 DisclosuresBroker

Billy Lynch is a registered investment advisor at D.A. Davidson & CO., based in Franklin, TN, with 46 years of industry experience. Billy 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 (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2011
Settled
Customer Dispute
October 2000
Settled
Other Business Activities

Billy owns residential properties for sale or rent, starting in September 2024. He dedicates minimal time to this activity.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
June 2024 - Present · 2 yrs 3 mos
D.A. Davidson & CO.
June 2024 - Present · 2 yrs 3 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
July 1979 - August 2000 · 21 yrs 1 mo
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.