Emma Lea-biles
Investment adviser representative at D.A. Davidson & Co.
11 yearsExperience
1 stateRegistered in
$41.8BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- D.A. Davidson & Co.Apr 2024 to now
- Parcion Private WealthJul 2022 to Mar 2024
- University of OregonJul 2021 to Jun 2022
- The Wild Rabbit, Jc Bamford GroupAug 2020 to May 2021
- Ymca Camp CampbellJun 2019 to Aug 2019
- University of ExeterSep 2018 to May 2021
- Ymca Camp WeonaMay 2018 to Aug 2018
- Andrew Brownsword HotelsJun 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7662848
- Firm CRD
- 199