Damien Lanyon, financial advisor Del Mar CA

Damien Lanyon

CRD Number: 3032321
Current Firm: Lanyon Advisory Services

Damien Lanyon (CRD# 3032321) is an Investment Advisor Representative working at Lanyon Advisory Services in Del Mar, CA and has over 25 years of experience in the finance industry. Damien Lanyon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Thomas Blottenberger, financial advisor Del Mar CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor Del Mar CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor Del Mar CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Viewpoint Financial Partners, LLC Del Mar, CA Dec 2015 - Current 8
Dw Advisors LLC Solana Beach, CA Oct 2011 - Mar 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination May 1998
Contact Info for Damien W. Lanyon
Phone Number: 760-492-2052
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    93
    MILLIONS
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $445,530
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.