Paul Torres
Paul Torres is a registered investment advisor at Oneamerica Securities, INC., based in Frisco, TX, with 34 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2,300 clients with $310M 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 | 2.00% |
Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.
Fee Estimator
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 Registrations8 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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