Daniel TorreblancaCRD Number: 6023951
Current Firm: Stratos Wealth Partners, Ltd
Daniel Torreblanca (CRD# 6023951) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in San Diego, CA and has over 5 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Stratos Wealth Partners||San Diego, CA||Sep 2015 - Current||1|
|Lpl Financial LLC||San Diego, CA||Sep 2015 - Current||1|
|Wells Fargo Advisors LLC||Solana Beach, CA||Jan 2012 - Sep 2015||3|
|Wells Fargo Bank, N.a.||Solana Beach, CA||Jan 2010 - Sep 2015||5|
|University Of California San Diego||La Jolla, CA||Jan 2008 - Jun 2012||4|
|The Lodge At Torrey Pines||La Jolla, CA||Mar 2007 - Sep 2010||3|
|University Of California San Diego - Surgery Department||San Diego, CA||Sep 2009 - Feb 2010||< 1|
|University Of California San Diego - Medical Education||La Jolla, CA||Jun 2009 - Aug 2009||< 1|
|U.s. National Institutes Of Health - Niddk||Phoenix, FL||Jul 2008 - Sep 2008||< 1|
|Southwestern Community College||Chula Vista, CA||Aug 2005 - Dec 2007||2|
|The Brigantine Restaurants - Miguel's Cocina||Chula Vista, CA||Jul 2004 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management3,101MILLIONS
Total Number of Accounts16,439ACCOUNTS
Average Account Value$188,637
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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