Isaac Lleras, financial advisor Gig Harbor WA
90 score

Isaac Lleras

CRD Number: 6099591
Current Firm: Ameriprise Financial Services, Inc.

Isaac Lleras (CRD# 6099591) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Gig Harbor, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Bremerton, WA Jun 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jun 2015 < 1
Firm Name: Morgan Stanley Tacoma, WA Feb 2013 - Jun 2015 2
Unemployed Tacoma, WA Nov 2012 - Feb 2013 < 1
Morgan Stanley Tacoma, WA Jul 2012 - Nov 2012 < 1
Absher Contruction Puyallup, WA Jun 2003 - Jul 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Isaac Lleras
Phone Number: 612-671-3131
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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