Brian Latorre, financial advisor Torrance CA

Brian Latorre

CRD Number: 5882960
Current Firm: Charles Schwab & Company, Inc.

Brian Latorre (CRD# 5882960) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Torrance, CA and has over 13 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.

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Professional Designations
Company Name Location Dates Years
Charles Schwab Bank Torrance, CA Sep 2014 - Current 9
Charles Schwab & Company, Inc. Torrance, CA Sep 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2011
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Brian M. Latorre
Phone Number: 415-667-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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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