Jose Torres
Jose Torres is a registered investment advisor at LPL Financial LLC, based in Ocala, FL, with 41 years of industry experience. Jose is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1409 E. Silver Springs Blvd, Ocala, FL, 34470
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2001Customer Dispute
November 1998Other Business ActivitiesSells Insurance
Jose operates under Renasant Financial Services as a DBA for his LPL business, offering advisory, brokerage, and insurance services. This activity takes nearly all of Jose's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
Pruco Securities CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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