Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damien? Claim Your ProfileDamien William Lanyon is a financial advisor with over 19 years of experience in the financial services industry. Damien has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., and Morgan Stanley DW Inc. Damien is currently a Registered Investment Advisor (RIA) and is registered with the state of California. Damien holds a Series 7, 9, 10, 31 and 63 licenses. Damien is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). Damien is currently affiliated with Lanyon Advisory Services, an independent RIA firm located in Del Mar, California. Lanyon Advisory Services provides financial planning and investment management services to individuals, families, and businesses. The firm has over $100 million in assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Lanyon Advisory Services (DEL MAR CA)
CA
02/18/2005 - 08/13/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
TX
09/23/2003 - 02/08/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
05/15/1998 - 11/22/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/24/2009
Series 3 - National Commodity Futures Examination
BC
Issued 07/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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