Dillon Christopher Lynch
Investment adviser representative at D.A. Davidson & Co.
13 yearsExperience
2 statesRegistered in
$41.8BFirm assets
32 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- D.A. Davidson & Co.Jun 2024 to now
- Raymond James & Associates, Inc.Aug 2021 to Jun 2024
- Student - MtsuDec 2019 to Aug 2021
- Puckett's RestaurantAug 2018 to Dec 2019
- Phillips BookstoreMay 2017 to Aug 2018
- Oakland High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 yearsIn 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
- 7400546
- Firm CRD
- 199