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Derik Torres

2 Years of Experience
Mckinney, TX

Derik Torres is a registered investment advisor at Derik Torres CPA PC, based in Mckinney, TX, with 2 years of industry experience. Derik operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Mckinney, 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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Other Business Activities

Derik owns Derik Torres CPA PC, a public accounting practice, and Torres Holdings LLC, which operates Playhouse Cards and Collectibles. He also co-owns Playa Vacations LLC with his wife and dedicates a few hours per week to selling trading cards.

Employment History
Current Registrations
Derik Torres CPA PC
October 2023 - Present · 2 yrs 7 mos
State Registrations1 state
TX
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.
Derik Torres - Financial Advisor | TrueAdvisor