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Yahaira Torres-Siaca

Independent Financial Group, LLC

Guaynabo, PR

CRD 3057465

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Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2015-02-17
  • PR RA
    APPROVED
    Since 2015-02-17

Branch Locations

Metro Office Park St. 1 Lot 3 Ste. 520, Guaynabo, PR 00968 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pension Advisors / Adviseme National Advisors Guaynabo PR 08/2012 Present
Independent Financial Group Llc San Diego CA 07/2014 Present
Previous Registrations
  • 2015-02-26 → 2021-02-25
    Adviseme National Advisors
    Guaynabo, PR
    Cleveland, OH
    Guaynabo, PR
Other Businesses

(1) PENSION ADVISORS PUERTO RICO POSITION: Managing Partner NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2012 ADDRESS: Metro Office Park St 1 Lot 3, Ste 520, GUAYNABO PR 00968, United States DESCRIPTION: DBA USED FOR ADVISE ME NATIONAL ADVISORS (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 02/17/2015 ADDRESS: Metro Office Park St 1 Lot 3, Ste 520, GUAYNABO PR 00968, United States DESCRIPTION: PR INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS PENSION ADVISORS PUERTO RICO POSITION: Managing Partner NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2012 ADDRESS: Metro Office Park St 1 Lot 3, Ste 520, GUAYNABO PR 00968, United States DESCRIPTION: A DBA used for marketing purposes. YMTS, LLC POSITION: President and Administrator NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2025 ADDRESS: Urb Villa Magna, 1821 Calle 6SO, San Juan PR 00921, United States DESCRIPTION: Management and administrative duties. Receive advisory compensation and manage the finances/ accounting of the LLC. EOS, LLC POSITION: President and Administrator NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2025 ADDRESS: Urb Villa Magna, 1821 Calle 6SO, San Juan PR 00921, United States DESCRIPTION: Management and administrative duties. Receive advisory compensation and manage the finances/ accounting of the LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-17
  • S66 Uniform Combined State Law Examination
    2015-02-17
Other Names
  • Yahaira Torres-Siaca
  • Yahaira Torres
  • Yahaira Torres Siaca

View on SEC IAPD

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