Ralph Latza (CRD# 4060763) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Gig Harbor, WA and has over 18 years of experience in the finance industry. Ralph Latza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Asset Management | Gig Harbor, WA | May 2021 - Current | 2 |
| Nr Smith And Associates, Ps | Olympia, WA | Feb 2020 - Apr 2021 | 1 |
| Self-employed | Olympia, WA | May 2016 - Feb 2020 | 3 |
| Bluesky Wealth Advisors, LLC | Santa Clara, CA | Sep 2015 - Apr 2016 | < 1 |
| Lifestream Financial, Inc.--sold To Bluesky Wealth Advisory, LLC | Santa Clara, CA | Feb 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- WA
-
Total Assets Under Management255MILLIONS
-
Total Number of Accounts372ACCOUNTS
-
Average Account Value$684,946
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, OR, TX, WA
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