Damien W. Lanyon
Professional summary
Damien William Lanyon, CFP®, ChFC® is a registered financial advisor currently at LANYON ADVISORY SERVICES located in Del Mar, California.
Damien is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Damien has worked at 5 firms and has passed the Series 65, Series 63, Series 3, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Damien William Lanyon's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
January 14, 2016 - Present
LANYON ADVISORY SERVICES
Office #1: 3790 Via De La Valle Suites 305e & 306e, Del Mar, CA 92014January 28, 2015 - March 25, 2016
DANIEL WEALTH ADVISORS
October 3, 2012 - December 31, 2014
DANIEL WEALTH ADVISORS
February 18, 2005 - August 13, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 18, 2005 - August 13, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 23, 2003 - February 8, 2005
CHARLES SCHWAB & CO., INC.
September 23, 2003 - February 8, 2005
CHARLES SCHWAB & CO., INC.
August 24, 1998 - November 22, 2002
MORGAN STANLEY DW INC.
May 15, 1998 - November 22, 2002
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/14/2016)
Exams
Current Firm
LANYON ADVISORY SERVICES
CRD#: 282424 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 221 |
| AUM (Assets Under Management) | $ 106,414,046 |
Red Flags
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