Emma Lea-Biles, financial advisor Bellevue WA

Emma Lea-Biles

CRD Number: 7662848
Current Firm: Parcion Private Wealth LLC

Emma Lea-Biles (CRD# 7662848) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Parcion Private Wealth Bellevue, WA Jul 2022 - Current 1
University Of Oregon Eugene, OR Jul 2021 - Jun 2022 < 1
The Wild Rabbit, Jc Bamford Group Kingham, Aug 2020 - May 2021 < 1
University Of Exeter Exeter, Sep 2018 - May 2021 2
Ymca Camp Campbell Boulder Creek, CA Jun 2019 - Aug 2019 < 1
Ymca Camp Weona Buffalo, NY May 2018 - Aug 2018 < 1
Andrew Brownsword Hotels Minster Lovell, Jun 2015 - May 2018 2
Whitley Stimpson Ltd Witney, Jul 2017 - Sep 2017 < 1
Burford School Burford, Sep 2012 - May 2017 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2022
Contact Info for Emma Lea-Biles
Phone Number: 425-278-9555
Firm Website: http://www.parcionpw.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,193
    MILLIONS
  • Total Number of Accounts
    1,948
    ACCOUNTS
  • Average Account Value
    $1,125,933
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, ID, OR, TX, UT, WA

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