D.A. Davidson & Co
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About this Advisor
Juliann Romain is a financial advisor who works in Portland, Oregon. Currently an investment advisor at D.A. Davidson & Co, Romain has 14 years of experience in the financial advisory industry. Romain has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Romain is registered to serve investors based out of Washington. Their career trajectory has included roles at Bank Reale, Full Time Education, Starbucks, Richland Animal Hospital and D.A. Davidson & Co. D.A. Davidson & Co is based out of Portland, Oregon, and has 67 additional offices across the United States. In total, D.A. Davidson & Co oversees $15 billion in assets across 47,201 accounts and retains more than 515 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the United States. The firm manages 40,742 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 18% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. D.A. Davidson & Co can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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D.A. Davidson & Co Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Juliann Romain Work History
Juliann has 14 years of experience.
D.A. Davidson & Co
Richland Animal Hospital
Full Time Education
Juliann Romain has no disclosures.
Please visit their SEC profile for more details.