JT
CFP
JT
CFP

John Torola

15 Years of Experience
Hayward, CA
Broker

John Torola is a CFP-designated registered investment advisor at Inter Advisors LLC, based in Hayward, CA, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Inter Advisors' investment advisory fees range from 0.20% to 2.50% annually, depending on the investment strategy's complexity and the size of your account. Larger or less complex accounts may have lower fees. More complex accounts may be charged higher fees. Fees are negotiable.

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Location

Hayward, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Inter Advisors LLC
November 2025 - Present · 6 mos
Inter&co Securities LLCBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Alpaca Securities LLCBroker
March 2018 - June 2022 · 4 yrs 3 mos
Wealthfront
September 2016 - December 2017 · 1 yr 3 mos
Wealthfront Brokerage CorporationBroker
September 2016 - December 2017 · 1 yr 3 mos
Waddell & Reed
June 2010 - August 2016 · 6 yrs 2 mos
Waddell & ReedBroker
April 2010 - August 2016 · 6 yrs 4 mos
Metlife Securities INC.Broker
February 1987 - August 1987 · 6 mos
Metropolitan Life Insurance CompanyBroker
February 1987 - July 1987 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
John Torola - Financial Advisor | TrueAdvisor