Douglas Lynam has been an investment adviser representative at Course Management Investment Advisors since April 2026, and is not listed among the firm’s executive officers or direct owners. Douglas Lynam holds a B.A. from St. John's College.
Course Management Investment Advisors, LLC is a Pinehurst, NC firm with $100M under management, 161 clients and 3 advisers in one office, as of its May 2026 filing.
Doug Lynam is Partner of Course Management Investment Advisors, based in Pinehurst, NC. Before joining the firm he was a Partner at LongView Asset Management in Santa Fe. He is the author of two books published by HarperCollins, From Monk to Money Manager and Taming Your Money Monster.
Douglas Lynam’s longest registration was 6 years at Longview Asset Management, LLC (2018–2024). Before joining Course Management Investment Advisors in 2026, Douglas Lynam was registered through Innovative Advisory Group and Longview Asset Management, LLC.
- – present · under a yearPinehurst, NC · Adviser representative · Firm CRD 306974
- Innovative Advisory Group– · under a yearPinehurst, NC · Adviser representative · Firm CRD 146618
- Longview Asset Management, LLC– · 6 yearsSanta Fe, NM · Adviser representative · Firm CRD 122997
- Lynam Financial Services– · 1 yearSanta Fe, NM · Adviser representative · Firm CRD 283216
Professional designations
Listed by Course Management Investment Advisors
- Chartered Retirement Plans Specialist (CRPS®)
Investment adviser representative registrations
Douglas Lynam is registered as an investment adviser representative in North Carolina, since April 2026.
- North CarolinaSince 22 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 April 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Douglas Edward Lynam
- CRD
- 6628512
- Firm
- Course Management Investment Advisors · CRD 306974
- Office
- 5 DOWD CIR, SUITE B, Pinehurst, NC 28374
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cmiallc.com
Where does Douglas Lynam work?
Douglas Lynam is an investment adviser representative registered through Course Management Investment Advisors, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Douglas Lynam a financial advisor?
Yes. Douglas Lynam has a current investment-adviser registration in North Carolina, through Course Management Investment Advisors since April 2026.
How many years of experience does Douglas Lynam have?
Douglas Lynam has 8 years in the financial industry, since April 2018, across 4 adviser firms.
What exams has Douglas Lynam passed?
Douglas Lynam passed the Series 65 in April 2016.
Where did Douglas Lynam work before Course Management Investment Advisors?
Before Course Management Investment Advisors, Douglas Lynam was registered through Longview Asset Management, LLC, January 2018 to March 2024; Lynam Financial Services, June 2016 to February 2018.
Where is Douglas Lynam based?
Douglas Lynam’s registered office is in Pinehurst, NC.
Is Douglas Lynam registered with FINRA?
No. Douglas Lynam has no current broker registration.
How can I verify Douglas Lynam’s record?
Search CRD 6628512 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Douglas Lynam’s full registration record.