Yahaira Torres-Siaca
Yahaira Torres-Siaca is a registered investment advisor at Independent Financial Group, LLC, based in Guaynabo, PR, with 24 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Metro Office Park St. 1 Lot 3, Ste. 520, Guaynabo, PR, 00968
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Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Yahaira is a managing partner at Pension Advisors Puerto Rico, a DBA used for marketing purposes, dedicating a few hours per week. She is also a Puerto Rico insurance agent offering various types of insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Adviseme National Advisors
Financial Telesis INCBroker
Pariter Securities, LLCBroker
NFP Securities, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations6 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.