Torrey Zelek (CRD# 5610627) is an Investment Advisor Representative working at Investors Capital Advisory in Moultonborough, NH and has over 7 years of experience in the finance industry.
CRD# 2382115
Advisors Financial Planning Group, LLC
Score
101
CRD# 4556149
Squam Lakes Financial Advisors, LLC
Score
100
CRD# 2574783
Mhp Asset Management LLC
Score
98
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investors Capital Corporation | Lynnfield, MA | Mar 2012 - Current | 5 |
| Zelek & Associates | Moultonborough, NH | Jun 2008 - Current | 8 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Lincoln, RI | Feb 2011 - May 2011 | < 1 |
| Unemployed | Moultonborough, NH | Jan 2011 - Feb 2011 | < 1 |
| United Parcel Service | Laconia, NH | Nov 2010 - Dec 2010 | < 1 |
| Unemployed | Moultonborough, NH | Apr 2010 - Nov 2010 | < 1 |
| Lincoln Financial Securities Corporation | Moultonborough, NH | Apr 2009 - Nov 2010 | 1 |
| Zelek & Associates | Moultonborough, NH | May 2008 - Mar 2010 | 1 |
| Kent State University | Kent, OH | Aug 2007 - Jun 2008 | < 1 |
| Kent State University | Kent, OH | Aug 2007 - May 2008 | < 1 |
| Vector Marketing | Gibbsburg, NH | Jun 2007 - Aug 2007 | < 1 |
| Vector Marketing | Laconia, NH | Jun 2007 - Aug 2007 | < 1 |
| Knox College | Galesburg, IL | Aug 2006 - Jun 2007 | < 1 |
| Knox College | Galesburg, IL | Aug 2006 - Jun 2007 | < 1 |
| Warren Dixon Masonry | Moultonborough, NH | Jun 2006 - Aug 2006 | < 1 |
| Warren Dixon Masonry | Moultonborough, NH | Jun 2006 - Aug 2006 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- NH
-
Total Assets Under Management1,571MILLIONS
-
Total Number of Accounts7,960ACCOUNTS
-
Average Account Value$197,401
- 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)
- Educational seminars/workshops
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.