Franklin, TN Office

Team
Updated today

Client AUM

$37,613,270,981

Clients

68,135

Advisors

4

Of 693 advisors across 164 offices

Location

800 Crescent Centre Drive, Suite 130

Franklin TN 37067

Advisors at this office

4

Advisors at this office

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Dillon L

Series 66

Franklin, TN

D.A. DAVIDSON & Co.

Dillon Lynch is a financial advisor at D.A. Davidson & Co. in Franklin, TN, holding a Series 66 designation with four years of industry experience. He previously worked at Raymond James & Associates from 2021 to 2024 before joining D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services under fiduciary standards, incorporating both qualitative and quantitative analyses, and distinguishes itself through municipal advisory activities and affiliated custodial services.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Christian B

Series 66

Franklin, TN

D.A. DAVIDSON & Co.

Christian Bulla is a financial advisor with D.A. Davidson & Co. in Franklin, TN, holding a Series 66 designation and six years of industry experience. He previously worked at Arete Wealth, Inc. and Center Street Securities, Inc. Outside of his advisory role, he works as an actor on film projects with Lifeway Christian Resources. D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers fiduciary-standard advisory services, comprehensive financial planning, and specialized wealth management programs.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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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 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates. Outside of his advisory role, he is involved in a partnership focused on purchasing residential properties for sale or rent. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm provides comprehensive financial planning, equity research, and specialized wealth management programs under a fiduciary standard.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Christopher L

CFP®, Series 63, Series 65

Franklin, TN

D.A. DAVIDSON & Co.

Christopher Lynch is a CFP® professional at D.A. Davidson & Co. with 26 years of industry experience. Prior to joining D.A. Davidson, he worked for 18 years at Raymond James & Associates. He serves as a board member of the MTSU Foundation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards, employing both qualitative and quantitative analysis, and distinguishes itself by participating in municipal advisory and underwriting activities as well as operating affiliated custodial entities.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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