Paul C. Latta
Professional summary
Paul Christopher Latta is a registered financial advisor currently at CEDAR RIVER CAPITAL, LLC located in Seattle, Washington.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Paul has worked at 3 firms and has passed the Series 63, Series 87, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Christopher Latta's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 21, 2017 - Present
CEDAR RIVER CAPITAL, LLC
Office #1: 701 Fifth Ave Columbia Tower 42nd Floor, Seattle, WA, 98104March 25, 1999 - August 19, 2011
MCADAMS WRIGHT RAGEN, INC.
June 25, 1998 - August 27, 1998
WELLS FARGO INVESTMENTS, 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
(5/22/2020)
(7/21/2017)
Exams
Current Firm
CEDAR RIVER CAPITAL, LLC
CRD#: 288579 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 53 |
| AUM (Assets Under Management) | $ 55,931,393 |
Red Flags
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