Lisa Torres (CRD# 7814877) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has 1 year of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Frost Investment Services | San Antonio, TX | Sep 2023 - Current | < 1 |
Usaa Federal Savings Bank | San Antonio, TX | May 2022 - Sep 2023 | 1 |
Usaa | San Antonio, TX | Mar 2021 - May 2022 | 1 |
Frost Bank | San Antonio, TX | Nov 2020 - Mar 2021 | < 1 |
Frost Bank | San Antonio, TX | Jul 2020 - Nov 2020 | < 1 |
Frost Bank | San Antonio, TX | Jul 2019 - Jul 2020 | 1 |
San Antonio Water System | San Antonio, TX | Feb 2019 - Jul 2019 | < 1 |
Swbc | San Antonio, TX | May 2017 - Feb 2019 | 1 |
Swbc | San Antonio, TX | Nov 2015 - May 2017 | 1 |
Ernst & Young | San Antonio, TX | Jan 2015 - Nov 2015 | < 1 |
Texas Lutheran University | San Antonio, TX | Apr 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- TX
-
Total Assets Under Management2,737MILLIONS
-
Total Number of Accounts2,792ACCOUNTS
-
Average Account Value$980,315
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, KS, LA, MD, MI, MO, MT, NC, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA
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