Jeremy Torgerson
CRD Number: 5546264
Current Firm: Nvest Advisors, LLC
Compensation Model: Fee Only
Jeremy Torgerson (CRD# 5546264) is the CEO and Senior Investment Advisor Representative at nVest Advisors, LLC in Texas and Colorado, and has over 10 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sws Financial Services | Los Fresnos, TX | Aug 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
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Total Assets Under Management17MILLIONS
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Total Number of Accounts153ACCOUNTS
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Average Account Value$110,311
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, KS, TX, UT
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