Alejandro TorresCRD Number: 5092936
Current Firm: Truist Advisory Services, Inc.
Alejandro Torres (CRD# 5092936) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Vero Beach, FL and has over 13 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Raymond James & Associates, Inc.
|Suntrust Advisory Services||Atlanta, GA||Sep 2016 - Current||5|
|Suntrust Bank||Vero Beach, FL||Sep 2015 - Current||6|
|Suntrust Investment Services, Inc.||Atlanta, GA||Sep 2015 - Current||6|
|Suntrust Investment Services, Inc.||Atlanta, GA||Feb 2006 - Jun 2015||9|
|Suntrust Bank||Sebastian, FL||Jul 2004 - Jun 2015||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2008|
|S65||NASAA Investment Advisors Law Examination||Nov 2016|
Total Assets Under Management53,898MILLIONS
Total Number of Accounts124,678ACCOUNTS
Average Account Value$432,299
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VI, VT, WA, WI, WV, WY
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