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DT

David Torres

9 Years of Experience
Sells Insurance

David Torres is a registered investment advisor at Iwg Investment Advisors LLC, based in Casselberry, FL, with 9 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only
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Location

Casselberry, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

David works as a loan originator for Home 1st Lending, dedicating minimal time. He is also a licensed insurance agent and an area manager for CarePlus Medical, a body positioner manufacturer, spending a few hours per week on the latter.

Employment History
Current Registrations
Iwg Investment Advisors LLC
May 2019 - Present · 6 yrs 11 mos
Previous Registrations
Planmember Securities Corporation
December 2016 - May 2019 · 2 yrs 5 mos
Planmember Securities CorporationBroker
September 2016 - May 2019 · 2 yrs 8 mos
State Registrations1 state
FL
Advisor

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.
David Torres - Financial Advisor | TrueAdvisor