Torrey Zelek (CRD# 5610627) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Moultonborough, NH and has over 8 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 |
|---|---|---|---|
| Cambridge Investment Research Advisers, Inc. | Fairfield, IA | Aug 2016 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2016 - Current | 1 |
| Investors Capital Corporation | Lynnfield, MA | Mar 2012 - Aug 2016 | 4 |
| Zelek & Associates | Moultonborough, NH | Jun 2008 - Aug 2016 | 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- NH
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Total Assets Under Management28,722MILLIONS
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Total Number of Accounts168,526ACCOUNTS
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Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, WY
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