Rachel Torres (CRD# 4856614) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Ashland, OR and has over 9 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4274774
Seacrest Wealth Management, LLC
CRD# 6591485
Voya Financial Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
U.s. Bancorp Investments, Inc. | Medford, OR | Nov 2022 - Current | 1 |
Key Investment Services | Medford, OR | Mar 2021 - Nov 2022 | 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2021 - Mar 2021 | < 1 |
Ben Kalina | Medford, OR | Oct 2020 - Mar 2021 | < 1 |
Northwestern Mutual Investment Services LLC | Medford, OR | Oct 2020 - Mar 2021 | < 1 |
Key Investment Services | Eugene, OR | Jul 2015 - Oct 2020 | 5 |
New York Life | Eugene, OR | Jan 2014 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2016 |
S63 | Uniform Securities State Law Examination | Jun 2014 |
- OR
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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