Best Investors Account Sign in
Inactive

Denton Mead Nerison

Torres Financial Services, Inc.

San Antonio, TX

CRD 5471819

Claim This Profile
Employer firm

Torres Financial Services, Inc. CRD 114486

$83.2M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Torres Financial Services, Inc.

14603 Huebner Rd. Bldg. 23, San Antonio, TX 78230 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-05-29
  • TX RA
    APPROVED
    Since 2018-05-29

Branch Locations

14603 Huebner Rd. Bldg. 23, San Antonio, TX 78230 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc San Antonio TX 06/2008 01/2018
New York Life Insurance Comp. San Antonio TX 12/2007 01/2018
Eagle Strategies Llc San Antonio TX 06/2012 01/2018
Torres Financial Services Inc San Antono TX 01/2018 Present
Torres Advisory And Consulting Services, Inc. San Antonio TX 01/2018 Present
  • 06/2008 → 01/2018
    Nylife Securities Llc
    San Antonio, TX
  • 12/2007 → 01/2018
    New York Life Insurance Comp.
    San Antonio, TX
  • 06/2012 → 01/2018
    San Antonio, TX
  • 01/2018 → Present
    San Antono, TX
  • 01/2018 → Present
    Torres Advisory And Consulting Services, Inc.
    San Antonio, TX
Previous Registrations
Other Businesses

INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-07
S63 Uniform Securities Agent State Law Examination 2008-08-19
  • S66 Uniform Combined State Law Examination
    2012-06-07
  • S63 Uniform Securities Agent State Law Examination
    2008-08-19

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in San Antonio, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor