Rachel Torres is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Medford, OR, with 18 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
131 E Main St, Medford, OR, 97501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachel is the President of the Board of Directors for the Medford Rogue Rotary Club, a service club. She spends about 10-20% of her time facilitating club meetings and participating in decision-making for club projects and administration.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Key Investment Services LLC
Key Investment Services LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Key Investment Services LLC
Key Investment Services LLCBroker
Nylife Securities LLCBroker
Nylife Securities LLCBroker
State Registrations2 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.