CT
CFP
CT
CFP

Christopher Torres

22 Years of Experience
Phoenix, AZ
Broker

Christopher Torres is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Phoenix, AZ, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

3200 E Camelback Rd Ste 150, Phoenix, AZ, 85018

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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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Other Business Activities

Christopher serves on the board of directors for Torres and is a professional advisory board member for another entity. He is also a W2 employee of Comerica Bank, dedicating about a quarter of his time, and involved with Oxygen/Maestro, a cash management platform, spending minimal time on it.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Comerica Securities
August 2023 - November 2023 · 3 mos
Comerica SecuritiesBroker
July 2023 - November 2023 · 4 mos
Cetera Investment Services LLCBroker
January 2020 - May 2023 · 3 yrs 4 mos
Cetera Investment Advisers LLC
January 2020 - May 2023 · 3 yrs 4 mos
Vicus Capital, INC.
February 2014 - June 2018 · 4 yrs 4 mos
Cetera Advisor Networks LLCBroker
January 2014 - June 2018 · 4 yrs 5 mos
Oakpath, LLC
September 2013 - November 2013 · 2 mos
Dst Market Services, LLCBroker
January 2013 - May 2013 · 4 mos
Henderson Global Investors
March 2003 - January 2013 · 9 yrs 10 mos
Foreside Fund Services, LLCBroker
July 2002 - July 2012 · 10 yrs
Cna Investor Services, INC.Broker
September 2001 - December 2001 · 3 mos
Edward JonesBroker
July 2000 - June 2001 · 11 mos
State Registrations14 states
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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.