Andrew Torok is a CFA-designated registered investment advisor at Vest Financial LLC, based in Ladera Ranch, CA, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 145 clients with $39B 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
Ladera Ranch, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew works as an advisory representative with Vest Financial, LLC, an investment advisor. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Vest Financial LLC
Vest Securities, LLC
Vest Securities, LLCBroker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
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.