Christian TorresCRD Number: 6384754
Current Firm: Vanguard Advisers, Inc.
Christian Torres (CRD# 6384754) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|The Vanguard Group, Inc.||Charlotte, NC||Jun 2018 - Current||3|
|John Psomas State Farm||Orlando, FL||Jun 2015 - May 2018||2|
|Northwestern Mutual||Orlando, FL||Dec 2014 - Jun 2015||< 1|
|University Of Central Florida||Orlando, FL||Aug 2013 - May 2015||1|
|Amway Medical Billing||Orlando, FL||Feb 2011 - May 2015||4|
|Florida Atlantic University||Boca Raton, FL||Aug 2011 - Jul 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2018|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- A percentage of assets under your management
- Fixed fees (other than subscription 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
- Selection of other advisers (including private fund managers)
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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