Easan Katir
Professional summary
Easan Katir is a registered financial advisor currently at EASAN KATIR WEALTH MANAGEMENT located in Woodland, California.
Easan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Easan has worked at 6 firms and has passed the Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Easan Katir's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 20, 2011 - Present
EASAN KATIR WEALTH MANAGEMENT
November 28, 2001 - December 31, 2005
EASAN KATIR WEALTH MANAGEMENT
June 22, 2000 - July 14, 2000
IDS LIFE INSURANCE COMPANY
June 22, 2000 - July 14, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
August 3, 1987 - January 25, 1994
EASAN KATIR & COMPANY
June 4, 1985 - February 23, 1988
TY EBRIGHT & ASSOCIATES, INC.
December 21, 1982 - June 15, 1984
LPL FINANCIAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/15/2017)
(9/20/2011)
Exams
Current Firm
EASAN KATIR WEALTH MANAGEMENT
CRD#: 121845 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 72 |
| AUM (Assets Under Management) | $ 34,665,040 |
Red Flags
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