Easan Katir (CRD# 1085551) is an Investment Advisor Representative working at Easan Katir Wealth Management in Woodland, CA and has over 23 years of experience in the finance industry.
CRD# 2923073
Captrust
CRD# 2888718
Northwestern Mutual Investment Services,llc
CRD# 2712051
Adams Ashby Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Katir, Easan | Woodland, CA | Nov 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management11MILLIONS
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Total Number of Accounts81ACCOUNTS
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Average Account Value$135,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
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