Douglas E. Lynam

COURSE MANAGEMENT INVESTMENT ADVISORS

PINEHURST, NC 28374

CRD#: 6628512

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Professional summary

Douglas Edward Lynam, who also goes by Doug E. Lynam, Douglas E. Lynam, is a registered financial advisor currently at COURSE MANAGEMENT INVESTMENT ADVISORS, LLC located in Pinehurst, North Carolina.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Douglas has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Doug E. Lynam | Douglas E. Lynam

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Edward Lynam's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 22, 2026 - Present

COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

Office #1: 5 Dowd Cir Suite B, Pinehurst, NC 28374

RIA

CRD#: 306974

PINEHURST, NC

Past

January 23, 2026 - June 3, 2026

INNOVATIVE ADVISORY GROUP

RIA

CRD#: 146618

Pinehurst, NC

Past

January 3, 2018 - March 27, 2024

LONGVIEW ASSET MANAGEMENT, LLC

RIA

CRD#: 122997

Santa Fe, NM

Past

June 9, 2016 - February 23, 2018

LYNAM FINANCIAL SERVICES

RIA

CRD#: 283216

SANTA FE, NM

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(4/22/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/2/2016

Uniform Investment Adviser Law Examination

Current Firm

COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

CRD#: 306974 / SEC#: 801-135570

Florida

Registered Investment Advisory firm - (9/20/2024 Approved)

North Carolina

Registered Investment Advisory firm - (5/7/2020 Approved)

South Carolina

Registered Investment Advisory firm - (5/13/2020 Approved)

Texas

Registered Investment Advisory firm - (2/6/2020 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (12/26/2023 Approved)

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Contact information

Main Address

5 Dowd Cir Suite B, Pinehurst, NC 28374

Mailing Address

Phone number

(910) 621-3371

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COURSE MANAGEMENT INVESTMENT ADVISORS 2A (2/13/2026)

Regulatory assets under management

Total Number of Accounts	324
AUM (Assets Under Management)	$ 100,326,180

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Douglas E. Lynam

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Edward Lynam's CRS (Customer Relationship Summary).

Certified licenses

Experience

COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

INNOVATIVE ADVISORY GROUP

LONGVIEW ASSET MANAGEMENT, LLC

LYNAM FINANCIAL SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2016

Current Firm

COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

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