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Orlando Torres

18 Years of Experience
Aliso Viejo, CA
BrokerSells Insurance

Orlando Torres is a registered investment advisor, based in Aliso Viejo, CA, with 18 years of industry experience.

Location

120 Vantis, Suite 400, Aliso Viejo, CA, 92656

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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 ActivitiesSells Insurance

Orlando works full-time as a registered representative with Kestra Investment Services, LLC, focusing on 401(k) employee education. He also provides life insurance, fixed annuities, and long-term care insurance as an independent agent, dedicating about 10% of his time to this.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
July 2014 - Present · 12 yrs 2 mos
Wealthspire Retirement Advisory
November 2010 - Present · 15 yrs 10 mos
Previous Registrations
Financial Telesis INCBroker
June 2007 - July 2014 · 7 yrs 1 mo
State Registrations26 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.
Orlando Torres - Financial Advisor | TrueAdvisor