Stephanie LameyCRD Number: 2231722
Current Firm: D.a. Davidson & Company
Stephanie Lamey (CRD# 2231722) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 29 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
|D.a. Davidson & Company||Wenatchee, WA||Jun 2019 - Current||2|
|Custom Apple Inc.||Wenatchee, WA||Feb 2015 - Jul 2019||4|
|Wenatchee School District||Wenatchee, WA||Sep 2008 - Feb 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1992|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management20,661MILLIONS
Total Number of Accounts62,436ACCOUNTS
Average Account Value$330,909
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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