Stephanie June Lamey

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

• 02/2015 → 07/2019
  Custom Apple Inc.
  Wenatchee, WA
• 06/2019 → Present
  D.A. Davidson & Co.
  Wenatchee, WA

Other Businesses

STEPHANIE LAMEY; NON-INVESTMENT RELATED; WENATCHEE, WA; NOTARY PUBLIC; START 5/12/22; 30 MIN/MO DURING SECURITIES TRADING HOURS; I PROVIDE NOTARY SERVICE FOR CUSTOMERS ON AN AS NEEDED BASIS.

Exams

• S66 Uniform Combined State Law Examination
  2019-11-20
• S63 Uniform Securities Agent State Law Examination
  1992-04-20

Other Names

• Stephanie June Sivertsen