Lindsay Torres (CRD# 6643683) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Boca Raton, FL and has over 5 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Miller Financial Group | Boca Raton, FL | Apr 2016 - Current | 8 |
| Zen Massage | Wellington, FL | Apr 2011 - May 2016 | 5 |
| The Securities And Exchange Commission | Washington, DC | May 2015 - Jul 2015 | < 1 |
| Ali Baba's | Boynton Beach, FL | Apr 2015 - May 2015 | < 1 |
| Sushi Chao | Gainesville, FL | Apr 2015 - Apr 2015 | < 1 |
| The Office Of Government Information Services | Washington, DC | Jun 2014 - Aug 2014 | < 1 |
| The Office Of The Federal Register | Washington, DC | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- FL
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Total Assets Under Management7,030MILLIONS
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Total Number of Accounts17,262ACCOUNTS
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Average Account Value$407,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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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