Lindsay
Torres

Valmark Advisers, Inc

CRD#6643683
Investment Advisor
in Boca Raton, FL

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About this Advisor

Lindsay Torres is a financial advisor based in Boca Raton, Florida, working with Valmark Advisers, Inc. Lindsay has previously held positions at The Miller Financial Group, Zen Massage, The Securities And Exchange Commission, The Office Of Government Information Services, The Office Of The Federal Register, Sushi Chao, and Ali Baba's. Lindsay has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Lindsay is part of Valmark Advisers, Inc, which operates out of Boca Raton, Florida. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7700 Congress Avenue Suite 3211
Boca Raton, FL 33487

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$7,029,587,820

FL Average: $2,106,341,625
Total Number of Employees

260

FL Average: 34
Total Number of Accounts

17,262

FL Average: 1,972
Average Account Size

$407,229

FL Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Lindsay Torres Work History

2016 - Present (8 years)

The Miller Financial Group

2015 - 2015 (< 1 year)

The Securities And Exchange Commission

2015 - 2015 (< 1 year)

Sushi Chao

2015 - 2015 (< 1 year)

Ali Baba'S

2014 - 2014 (< 1 year)

The Office Of Government Information Services

2014 - 2014 (< 1 year)

The Office Of The Federal Register

2011 - 2016 (5 years)

Zen Massage

Disclosures

Please visit the SEC profile of Lindsay 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 Valmark Advisers, Inc

Jason Coopersmith
Fort Lauderdale, FL
Andrew Meeder
Lake Worth, FL
Michael Heath
Mason, MI
William Mcnamara
Cleveland, OH
Eric Clayton
Canfield, OH
Jacob Welch
Madison, WI
Daniel Rieman
Cincinnati, OH
Samuel Galloway
Akron, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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