Emma Lea-Biles

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

• 07/2022 → 03/2024
  Parcion Private Wealth
  Bellevue, WA
• 06/2015 → 05/2018
  Andrew Brownsword Hotels
  Minster Lovell
• 06/2019 → 08/2019
  Ymca Camp Campbell
  Boulder Creek, CA
• 05/2018 → 08/2018
  Ymca Camp Weona
  Buffalo, NY
• 08/2020 → 05/2021
  The Wild Rabbit, Jc Bamford Group
  Kingham
• 07/2021 → 06/2022
  University Of Oregon
  Eugene, OR
• 09/2018 → 05/2021
  University Of Exeter
  Exeter
• 04/2024 → Present
  D.A. Davidson & Co.
  Seattle, WA

Previous Registrations

• 2022-12-08 → 2024-03-27
  Parcion Private Wealth Llc
  Bellevue, WA

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-11-25
• S65 Uniform Investment Adviser Law Examination
  2022-12-08