Lynsey Richardson
Lynsey A. Richardson is the Private Client Analyst of Dunham & Associates Investment Counsel, Inc. Ms. Richardson’s primary responsibilities include working directly with the CEO of Dunham & Associates and his private book of business. She manages the new and existing private client accounts from opening to asset investment and further maintenance of accounts as required. Ms. Richardson acts as the main “problem solver” for account issues and client inquiries. Prior to her role as Private Client Analyst for Dunham & Associates she served as the National Accounts Manager for the firm. In this capacity she focused on advancing the strategic relationships and initiating business development with various Broker/Dealers, wirehouses, and banks across the country. Ms. Richardson graduated with honors from Washington State University and obtained her BA in Communications with an emphasis in Marketing and Public Relations from the university’s Edward R. Murrow School of Communication. Ms. Richardson holds FINRA Series 6, 7, and 66 registrations.
Lynsey on SCI