Billy Lynch
Billy Lynch is a registered investment advisor at D.A. Davidson & CO., based in Franklin, TN, with 47 years of industry experience. Billy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
Location
800 Crescent Centre Drive, Suite 130, Franklin, TN, 37067
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2011Customer Dispute
October 2000Other 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
D.A. Davidson & CO.
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Alexander Key Investments
Suntrust Capital Markets, INC.Broker
UBS Painewebber INC.Broker
J.C. Bradford & CO.Broker
State Registrations30 states
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
More Advisors
- Christopher Lynch, CFPD.A. Davidson & CO.
- Christian BullaD.A. Davidson & CO.
- Isaac Lindell, CFPSagespring Wealth Partners
- William Bevins, CFPCypress Capital, LLC
- Kyatt Byrd, CFP
- Cody Wheeler, ChFCState Farm Investment Management CORP.