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Christopher R. Torres-gilbes

William Joseph Capital Management, Inc.

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About Christopher R. Torres-gilbes

Christopher R. Torres-gilbes is a registered Investment Advisor Representative with William Joseph Capital Management, Inc. Christopher is also a Series 7 and Series 65 licensed professional. Christopher has been in the financial services industry since January 2013. Christopher is currently registered with the state of Georgia.

Firm Information

Christopher Torres-gilbes is currently registered with William Joseph Capital Management, Inc.. William Joseph Capital Management, Inc. is an independent financial advisory firm based in Bristol, CT. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages over $270 million in assets for 835 clients, including high-net-worth individuals and individuals other than high-net-worth.
William Joseph Capital Management, Inc.

210 RED STONE HILL ROAD

BRISTOL, CT 06010

$270.21M

Assets Under Management

20

Total Clients

19

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers

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Christopher Torres-gilbes’s Registration & Firm History

GA

01/04/2024 - Present

William Joseph Capital Management, Inc. (Newnan GA)

PR

01/28/2013 - 08/29/2014

AXA ADVISORS, LLC (PONCE PR)

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Licenses & Designations

IA

Issued 06/21/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher R. Torres-gilbes.
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