Julie Lee Holmes

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2005 → Present
  D.A. Davidson & Co.
  Missoula, MT

Other Businesses

LULULEMON; NON-INVESTMENT RELATED; MISSOULA, MT; CORPORATION; EDUCATOR; START 9/12/22; 15-20 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; EDUCATE GUEST ON FABRICS AND FEATURES.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-06
• S63 Uniform Securities Agent State Law Examination
  2009-07-18

Other Names

• Julie L Passuccio
• Julie Lee Passuccio