Jose
Torres
Impact Partnership Wealth, LLC
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About this Advisor
Jose Torres is a financial advisor based in Leander, Texas, working with Impact Partnership Wealth, LLC. Jose has previously held positions at Impact Partnership Wealth, LLC, Bloom Financial LLC, Advanced Financial Strategies, and Vivint Solar. Jose has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Jose is part of Impact Partnership Wealth, LLC, which operates out of Leander, Texas. The firm has 49 offices and 54 employees. The firm manages assets totaling $751.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Impact Partnership Wealth, LLC includes asset-based and fixed fees.
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Impact Partnership Wealth, LLC Brokerage Details
$751,621,346
54
7,527
$99,857
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jose Torres Work History
Impact Partnership Wealth, LLC
Bloom Financial LLC
Vivint Solar
Advanced Financial Strategies
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 Impact Partnership Wealth, LLC
Denver, CO
Alexandria, VA
Marietta, GA
Egg Harbor Twp, NJ
Marietta, GA
Cranberry Township, PA
Leander, TX
Marietta, GA
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