Joshua Torgerson (CRD# 7809785) is an Investment Advisor Representative working at Nvest Advisors, LLC in Colorado Springs, CO and has 1 year 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 |
|---|---|---|---|
| Drivesafe Driving School | Denver, CO | Jun 2020 - Current | 3 |
| Adams County 27-j Public Schools | Brighton, CO | Sep 2018 - Jun 2020 | 1 |
| Tsa | Denver, CO | Jun 2019 - Jan 2020 | < 1 |
| Danella Rental Systems | Commerce City, CO | Jun 2018 - Jun 2019 | 1 |
| Chick Fil-a | Brighton, CO | Aug 2017 - Aug 2018 | 1 |
| 303 Properties | Brighton, CO | Aug 2016 - Aug 2017 | 1 |
| Texas State Parks & Recreation | Brownsville, TX | Aug 2014 - Aug 2016 | 2 |
| University Of Texas - Rio Grande Valley | Brownsville, TX | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- CO
- TX
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts153ACCOUNTS
-
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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