Paul Torres
Paul Torres is a registered investment advisor at Oneamerica Securities, INC., based in Frisco, TX, with 33 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 2,118 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAmerica Securities (OAS) offers investment management through various programs, including:
- Portfolio Choice Program: Offered through arrangements with Envestnet, Sawtooth, and Lockwood. These programs include Discretionary Management Programs, Separately Managed Account Programs, and Unified Managed Account Programs. OAS representatives do not have discretionary investment authority in these programs.
- Advisor Managed Portfolios (AMP): OAS representatives serve as the account managers on a discretionary basis.
Fees are based on a percentage of the assets managed, generally between 0.25% and 2.00%. The fee is agreed upon by the representative and the client and depends on the account type, investments selected, and assets under management.
Location
5750 Genesis Court, Suite 203, Frisco, TX, 75034
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2017Employment Separation After Allegations
August 2011Other Business ActivitiesSells Insurance
Paul is involved in non-variable insurance sales, including fixed life, fixed annuities, health, and property & casualty insurance.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations7 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.