Brian Latorre (CRD# 5882960) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Torrance, CA and has over 7 years of experience in the finance industry. Brian Latorre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4504995
Jst Investment Consulting
Score
105
CRD# 6093393
Equalis Financial
Score
106
CRD# 2753945
Fried Asset Management, Inc.
Score
104
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank | Torrance, CA | Sep 2014 - Current | 3 |
| Charles Schwab & Company, Inc. | Torrance, CA | Sep 2012 - Current | 5 |
| Loan Resolution Corporation | Scottsdale, AZ | Sep 2011 - Sep 2012 | 1 |
| Unemployed | Phoenix, AZ | Jul 2011 - Sep 2011 | < 1 |
| The Prudential Insurance Company Of America | Phoenix, AZ | Jan 2011 - Jul 2011 | < 1 |
| Pruco Securities, LLC | Phoenix, AZ | Jan 2011 - Jul 2011 | < 1 |
| Arizona State University | Tempe, AZ | Aug 2006 - Dec 2010 | 4 |
| Avnet Technology Solutions | Tempe, AZ | Jun 2010 - Sep 2010 | < 1 |
| Arizona State University | Tempe, AZ | Sep 2008 - Oct 2009 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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