Ezra Altaras is a CFP-designated registered investment advisor, based in Kirkland, WA, with 20 years of industry experience. Ezra is also registered as a broker, so some compensation may come from commissions on products sold.
Location
720 Market St, Suite H, Kirkland, WA, 98033
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2020 - Present · 5 yrs 11 mos
Raymond James Financial Services, INC.
November 2020 - Present · 5 yrs 11 mos
Raymond James Financial Services, INC.Broker
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2008 - December 2020 · 12 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
March 2008 - December 2020 · 12 yrs 9 mos
Eplanning Advisors INC
April 2006 - March 2008 · 1 yr 11 mos
Eplanning Securities, INC.Broker
March 2006 - March 2008 · 2 yrs
State Registrations12 states
AZCACODCFLIDNENYORSCTXWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- Catherine Tong-Lee, CFAMorgan Stanley
- Chad Bushon, CFPSpg Advisors LLC
- William Barlowe, ChFCEdward Jones
- Mustafa Binns, CFPEp Wealth Advisors
- Brian Gawthrop, CFPFive Cedars
- Darren Tymchyshyn, CFAHot Creek Capital, L.L.C.