Alberto Torres (CRD# 4527257) is an Investment Advisor Representative working at Lpl Financial LLC in Mcallen, TX and has over 21 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Mcallen, TX | Jul 2021 - Current | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Shavano Park, TX | Feb 2015 - Jul 2021 | 6 |
| Waddell & Reed, Inc. | Mcallen, TX | Feb 2015 - Jul 2021 | 6 |
| Residential Real Estate | Calexico, CA | Jan 2001 - Jul 2021 | 20 |
| St Francis Cyo Board | San Antonio, TX | Jun 2013 - Apr 2018 | 4 |
| Residential Real Estate Rental | San Antonio, TX | Aug 2015 - Mar 2018 | 2 |
| Investment Professionals, Inc. | San Antonio, TX | Jun 2009 - Feb 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2002 |
- CA
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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