Jose
Torres
Lpl Financial LLC
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About this Advisor
Jose Torres is a financial advisor based out of Richardson, Texas. Torres is an employee of Lpl Financial LLC. The advisor has gained experience at Td Ameritrade, Renfield'S Corner, Restopros, Self-Employment, El Centro Dcccd, Merrill Lynch, Pierce, Fenner & Smith Inc, Amazon, H6 Restoration, Bank Of America, N.A, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Eckard Land And Acquisition, Wells Fargo, Citizen Securities, Inc, Lpl Financial LLC and Texans Financial. Torres maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in Texas. Lpl Financial LLC is a company headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It controls $368 billion in assets among its 1,688,501 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Lpl Financial LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees largely vary depending on which services are provided. Fees charged by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jose Torres Work History
Jose has been registered as a financial advisor for 0 years.*
Lpl Financial LLC
Texans Financial
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Citizen Securities, Inc
Eckard Land And Acquisition
Wells Fargo
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Amazon
H6 Restoration
Td Ameritrade
Renfield'S Corner
Restopros
Self-Employment
El Centro Dcccd
*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 Jose 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 Lpl Financial LLC
Fort Mill, SC
Purchase, NY
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
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.
