Carlos Torres Negron (CRD# 6169639) is an Investment Advisor Representative working at Lpl Financial LLC in Guaynabo, PR and has over 9 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Guaynabo, PR | May 2022 - Current | 1 |
| Cuna Mutual Group | Waverly, IA | Apr 2019 - Current | 5 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Apr 2019 - Current | 5 |
| Bancwest Investment Services | Arvada, CO | May 2018 - Apr 2019 | < 1 |
| Bank Of The West | Arvada, CO | May 2018 - Apr 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boulder, CO | Jul 2017 - Apr 2018 | < 1 |
| Bank Of America, N.a. | Boulder, CO | Jul 2017 - Apr 2018 | < 1 |
| Compass Bank | Birmingham, AL | Jun 2017 - Jun 2017 | < 1 |
| Bbva Securities Inc. | Denver, CO | Jun 2017 - Jun 2017 | < 1 |
| Capital One Investing, LLC | Aspen Hill, MD | Aug 2015 - May 2017 | 1 |
| Capital One Advisors, LLC | Aspen Hill, MD | Aug 2015 - May 2017 | 1 |
| Unemployed | Whetaon, MD | Jul 2015 - Jul 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wheaton, MD | Feb 2015 - Jun 2015 | < 1 |
| Bank Of America, N.a. | Wheaton, MD | Feb 2015 - Jun 2015 | < 1 |
| Axa Advisors, LLC | Ny, NY | Jun 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- PR
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Total Assets Under Management463,475MILLIONS
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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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