Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly T. Lynch is a financial advisor with over 44 years of experience in the industry. Billy is registered with D.a. Davidson & Co. Billy is a registered representative with Series 63, Series 7, Series 8, Series 9, Series 10, Series 24, and Series 31 licenses. Billy holds licenses in Alabama, Alaska, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Indiana, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Washington. Billy also holds Investment Advisor licenses in Tennessee and Texas. Billy has experience working with individual clients, high-net-worth individuals, corporations, businesses, pension and profit sharing plans, and charitable organizations. Billy also has experience providing financial planning, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
06/19/2024 - Present
D.a. Davidson & Co. (FRANKLIN TN)
TN
09/22/2006 - 06/21/2024
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
TN
06/27/2005 - 10/06/2006
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
GA
07/05/2002 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NJ
08/14/2000 - 07/18/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/27/1979 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 10/03/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/20/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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