Melinda TorgersonCRD Number: 5411274
Current Firm: Ctma Wealth Management
Melinda Torgerson (CRD# 5411274) is an Investment Advisor Representative working at Ctma Wealth Management in East Haven, CT and has over 3 years of experience in the finance industry.
Sagepoint Financial, Inc.
Halsey Associates Inc.
Kanner Financial Services LLC
|Ctma Wealth Management||East Haven, CT||Jan 2016 - Current||1|
|Cetera Investment Advisors LLC||Schaumburg, IL||Oct 2013 - Current||3|
|Cetera Financial Specialistst LLC||Schaumburg, IL||Jul 2013 - Current||3|
|Abco Wealth Management, LLC||East Haven, CT||Aug 2007 - Current||9|
|Ctma Holdings, LLC||East Haven, CT||Dec 2011 - Jan 2016||4|
|Bank Of America||North Haven, CT||Feb 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management79MILLIONS
Total Number of Accounts88ACCOUNTS
Average Account Value$897,727
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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