Profil
Prior to joining Davidson Investment Advisors in June 2008, Ms. Lynn was a trader in the Managed Assets department at D.A. Davidson & Co. She holds Series 11 and Series 63 licenses.
Anciens postes connus de Erica L. Lynn
| Sociétés | Poste | Fin |
|---|---|---|
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Davidson Investment Advisors, Inc.
Davidson Investment Advisors, Inc. Investment ManagersFinance DIA offers four primary investment strategies: Equity Income, Multi-Cap Equity, Intermediate Taxable Fixed Income, and SeaCap Intermediate Municipal Fixed Income. In addition, the firm offers multi-asset custom portfolio management and asset allocation services for high net worth and institutional clients. They also offer optional tax overlay services, which seek to reduce the overall tax burden of client accounts while maintaining the risk and return characteristics of our core investment strategies. | Trading-Equity | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Davidson Investment Advisors, Inc.
Davidson Investment Advisors, Inc. Investment ManagersFinance DIA offers four primary investment strategies: Equity Income, Multi-Cap Equity, Intermediate Taxable Fixed Income, and SeaCap Intermediate Municipal Fixed Income. In addition, the firm offers multi-asset custom portfolio management and asset allocation services for high net worth and institutional clients. They also offer optional tax overlay services, which seek to reduce the overall tax burden of client accounts while maintaining the risk and return characteristics of our core investment strategies. | Finance |
















