Douglas Edward Lynam
Investment adviser representative at Course Management Investment Advisors, LLC
27 yearsExperience
1 stateRegistered in
$100.3MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Course Management Investment Advisors, LLCApr 2026 to now
- Course Management Investment Adviors, LLCApr 2026 to now
- Douglas LynamFeb 2018 to now
- Longview Asset Management LLCJun 2017 to Apr 2026
- Lynam Financial Services, LLCNov 2015 to Jun 2017
- Santa Fe Preparatory SchoolOct 1999 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
Course Management Investment Advisors, LLC
$100.3MAssets managed
161Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6628512
- Firm CRD
- 306974