TrueAdvisor
TrueAdvisor
KT
KT

Khristopher Patrick Torres

Riversedge Advisors
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Riversedge Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
427 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$708.4M

Fee Structure

Location

San Antonio, TX

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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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Employment History
Current Registrations
Riversedge Advisors
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Titleist Capital, LLCBroker
March 2020 - March 2023 · 3 yrs
Alliancebernstein Investments, INC.Broker
December 2018 - March 2020 · 1 yr 3 mos
USAA Financial Advisors, INC.Broker
September 2018 - November 2018 · 2 mos
Citigroup Global Markets INC.Broker
December 2017 - August 2018 · 8 mos
LPL Financial LLCBroker
October 2017 - October 2017 · 0 mos
AXA Advisors, LLCBroker
March 2016 - June 2017 · 1 yr 3 mos
State Registrations2 states
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Advisor
Exams
No exam information available for this advisor.