Deirdre
Torres

Blakeslee & Blakeslee Financial Advisers Inc

CRD#5361708
Investment Advisor
in San Luis Obispo, CA

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About this Advisor

Deirdre Torres is a financial advisor who works in San Luis Obispo, California, with a total of 5 years of industry experience. Torres is an advisor for Blakeslee & Blakeslee Financial Advisers Inc. Torres has gained experience at Blakeslee & Blakeslee, Inc and Blakeslee & Blakeslee Financial Advisers Inc. Torres has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to operate in California and Texas. Blakeslee & Blakeslee Financial Advisers Inc is a registered investment business that has its headquarters in San Luis Obispo, CA. The firm has offices in three locations and a total of seven advisors. It handles $214 million in assets under management across its 684 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves four charitable organizations. Of its 684 client accounts, just 8% belong to high-net-worth investors who have greater than $1 million in investable assets. Blakeslee & Blakeslee Financial Advisers Inc provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules are based on the type of services offered. However, fees charged by Blakeslee & Blakeslee Financial Advisers Inc can include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1101 Marsh St.
San Luis Obispo, CA 93401

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Blakeslee & Blakeslee Financial Advisers Inc Brokerage Details

Total Assets Under Management

$214,206,344

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

684

CA Average: 3,727
Average Account Size

$313,167

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Deirdre Torres Work History

Deirdre has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Blakeslee & Blakeslee Financial Advisers Inc

2005 - Present (19 years)

Blakeslee & Blakeslee, Inc

2005 - Present (19 years)

Blakeslee & Blakeslee, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Deirdre Torres to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Blakeslee & Blakeslee Financial Advisers Inc

Christopher Coates
San Luis Obispo, CA
Deirdre Torres
San Luis Obispo, CA
Craig Darnell
San Luis Obispo, CA
Tricee Wright
San Luis Obispo, CA
Stephen Hiltscher
San Luis Obispo, CA
Sam Blakeslee
San Luis Obispo, CA
David Cryden
San Luis Obispo, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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