Julie Schneider is a registered investment advisor at D.A. Davidson & CO., based in Vancouver, WA, with 39 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
500 Broadway, Suite 370, Vancouver, WA, 98660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Manning & Napier Advisors, LLC
Manning & Napier Advisory Advantage Company, LLC
Manning & Napier Investor Services, INC.Broker
Davis Distributors, LLCBroker
Delaware Distributors, L.P.Broker
Voyageur Investments, INC.Broker
Fortis Investors, INC.Broker
Dain Bosworth IncorporatedBroker
Its Capital, INC.Broker
First Corporate Services, INC.Broker
State Registrations1 state
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