Samantha TorresCRD Number: 6341928
Current Firm: Fisher Investments
Samantha Torres (CRD# 6341928) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 6 years of experience in the finance industry. Samantha Torres 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.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Ameriprise Financial Services, LLC
|Fisher Investments||Camas, WA||Mar 2020 - Current||1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Oct 2016 - Mar 2020||3|
|Northwestern Mutual Investment Services LLC||San Diego, CA||Oct 2014 - Mar 2020||5|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jul 2014 - Mar 2020||5|
|San Diego State University||San Diego, CA||Aug 2013 - May 2016||2|
|Genesis Business Solutions||San Diego, CA||Jan 2016 - Apr 2016||< 1|
|We Can Foundation||Los Angeles, CA||Nov 2013 - Apr 2014||< 1|
|Smash Burger||San Diego, CA||Oct 2013 - Dec 2013||< 1|
|Unemployed||San Clemente, CA||Jun 2013 - Sep 2013||< 1|
|Inka Mamas||San Clemente, CA||Aug 2012 - May 2013||< 1|
|Saddleback College||Mission Viejo, CA||Aug 2011 - May 2013||1|
|Cm Satellite Service||Mission Viejo, CA||Feb 2009 - Dec 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2014|
Total Assets Under Management159,612MILLIONS
Total Number of Accounts166,694ACCOUNTS
Average Account Value$957,512
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV, WY
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