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William Frank Torres

Cerda Munoz Advisors, Inc.

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About William Frank Torres

William Torres is a financial professional with over 16 years of experience in the financial services industry. William is currently registered with Cerda Munoz Advisors, Inc., where William provides financial planning and investment advisory services to individual clients. Before joining Cerda Munoz Advisors, Inc., William was a registered representative with 1st Global Capital Corp., where William provided financial planning and investment advisory services. William is also a board member of the East LA YMCA. William has a strong commitment to helping clients achieve their financial goals.

Firm Information

William Torres is currently registered with Cerda Munoz Advisors, Inc.. Cerda Munoz Advisors, Inc. is an investment advisor based in Whittier, CA. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. The firm has 808 total accounts and manages approximately $167.8 million in assets.
Cerda Munoz Advisors, Inc.

7720 PAINTER AVE

WHITTIER, CA 90602

$167.80M

Assets Under Management

Not reported

Total Clients

3

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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William Torres’s Registration & Firm History

CA

02/09/2018 - Present

Cerda Munoz Advisors, Inc. (Los Angeles CA)

CA

01/13/2006 - 12/31/2017

1ST GLOBAL CAPITAL CORP. (LOS ANGELES CA)

GA

12/03/2001 - 07/07/2005

FSC SECURITIES CORPORATION (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 01/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/26/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/01/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Frank Torres.
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