Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arturo? Claim Your ProfileArturo Gilberto Torres is a financial advisor who has been in the industry since 2003. Arturo is currently registered with Charles Schwab & CO., Inc. and holds licenses in several states. Before joining Charles Schwab, Arturo worked for several other firms, including Titleist Asset Management, LTD., USAA Financial Advisors, Inc., and Lincoln Financial Advisors Corporation. Arturo has a broad range of experience in the financial services industry and is well-equipped to provide clients with advice on a variety of financial matters.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
11/18/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
01/07/2020 - 09/27/2021
TITLEIST ASSET MANAGEMENT, LTD. (SAN ANTONIO TX)
TX
09/08/2011 - 02/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
07/20/2006 - 08/26/2011
INVESTACORP, INC. (SAN ANTONIO TX)
TX
05/09/2003 - 08/02/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN ANTONIO TX)
IN
05/09/2003 - 04/18/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
06/07/2002 - 04/25/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 06/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Arturo Torres is the right advisor for you? Invested Better is here to help.
