Samantha Torres, financial advisor Camas WA

Samantha Torres

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Samantha V. Torres
Phone Number: 800-851-8845
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    159,612
    MILLIONS
  • Total Number of Accounts
    166,694
    ACCOUNTS
  • Average Account Value
    $957,512
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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