William Mcdermott Lynch

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2025 → Present
  Raymond James Financial Services, Inc.
  Dothan, AL
• 06/2020 → 07/2020
  Bistro 804
  Henrico, VA
• 09/2017 → 06/2021
  Douglas S Freeman High School
  Henrico, VA
• 08/2021 → 05/2025
  Samford University
  Birmingham, AL
• 05/2025 → 09/2025
  Unemployed
  Henrico, VA
• 09/2025 → Present
  Smartbank Investment Services
  Dothan, AL
• 09/2025 → Present
  Smartbank
  Dothan, AL
• 08/2016 → 05/2017
  St. Edwards Epiphany School
  Henrico, VA
• 06/2017 → 08/2017
  Unemployment
  Henrico, VA
• 12/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Dothan, AL

Other Businesses

(1) Name of Business: Address: 1815 Choctaw Street, Dothan, AL, 36303, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 05/25/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Individual and small group baseball lessons

Exams

• S66 Uniform Combined State Law Examination
  2025-12-18