Franklin, TN Office
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D.A. Davidson & Co.
Enterprise
Firm-wide stats for D.A. Davidson & Co.
About
D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including employer‑sponsored retirement plans, individual investors (including high‑net‑worth clients), charitable organizations, and corporate clients. Its offerings include ERISA retirement plan advisory (3(21) and 3(38) services), wrap fee programs and equity research, modular and comprehensive financial planning (On Course and Holistiplan reports), and a Davidson Private Wealth program for clients with more than $20 million in stated net worth.
The firm frames its advisory work under the Advisers Act fiduciary standard and, for retirement accounts, ERISA fiduciary duties, using both qualitative and quantitative analysis and third‑party tools to recommend and monitor investments. For plans it can provide non‑discretionary 3(21) advice or discretionary 3(38) selection and monitoring (including limited discretionary management of risk‑based model portfolios), and its planning process employs scenario analysis and Monte Carlo‑style projections to illustrate potential outcomes.
Several operational features distinguish D.A. Davidson from many large enterprise advisers: it serves as a municipal advisor and participates in municipal underwriting activities (noting a prior SEC MCDC matter related to municipal disclosure practices), an activity that is uncommon among peers. The firm also operates affiliated custodial entities (D.A. Davidson Trust Services and D.A. Davidson Trust Company) and acts as a qualified custodian for certain IRA and 403(b) assets, while providing a no‑additional‑cost Private Wealth planning program for clients with over $20 million in stated net worth.
Based on D.A. Davidson & Co.
Demographic focus
Based on D.A. Davidson & Co.
Location
800 Crescent Centre Drive, Suite 130
Franklin TN 37067
Advisors at this office
4
Advisors at this office
Dillon L
Series 66
Franklin, TN
D.A. Davidson & Co.
Dillon Lynch is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with net worth over $20 million.
Christian B
Series 66
Franklin, TN
D.A. Davidson & Co.
Christian Bulla is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds a Series 66 designation and previously worked at Arete Wealth, Inc. and Center Street Securities, Inc. Outside of investment advisory, he is involved in acting for Lifeway Christian Resources on film projects. D.A. Davidson & Co. provides a range of investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services including retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.
Billy L
Series 63, Series 65
Franklin, TN
D.A. Davidson & Co.
Billy Lynch Jr. is a financial advisor at D.A. Davidson & Co. with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked for Raymond James & Associates. Outside of advising, he is involved in a partnership that purchases residential properties to sell or rent. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, modular and comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.
Christopher L
CFP®, Series 63, Series 65
Franklin, TN
D.A. Davidson & Co.
Christopher Lynch is a CFP® professional with 26 years of industry experience, currently affiliated with D.A. Davidson & Co. since 2024. Prior to this, he spent 18 years at Raymond James & Associates. He serves as a board member of the MTSU Foundation. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations, providing a range of financial planning and investment management solutions under fiduciary standards.
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