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Donald Edward Torres

Donald E. Torres

Irvine, CA 92612
Some features on this profile are disabled
CRD#: 2163914
Donald Edward Torres
Donald Edward Torres

Professional summary

Donald Edward Torres, ChFC® was a registered financial advisor .

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Donald had worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Services Offered

Tax Planning
Retirement Planning

Specializations

Equity Compensation

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Independent Insurance Brokering; Blue Shield; 01/17/2023; / healthnet; 02/01/2003; Health / Humana; 04/06/1999; . Business Ownership; Memento Footwear LLC; Owner; I will be making handmade footwear, and clothing, as well as consulting with various boot brands nationally; 13312 Danvers Way, , Westminster, CA - 92683, CA, 92683; Not Investment-Related; 12/31/2024; 10 to 19 hours per month; 0 during trading hours / RPWM Partners, LLC; Owner; Manage Ameriprise Business; 262 River Rd Suite 201, , Bedford, NH, 03110; Investment-Related; 04/08/2010; 1 to 9 hours per month; 1 to 9 during trading hours / Rise Tax Strategies LLC; Co-owner; Tax Preparation; PO Box 847, , Merrimak, NH, 03054; Not Investment-Related; 10/15/2025; 0 hours per month; 0 during trading hours. Board of Directors; Unidos en Amor Marriage Ministry; Board Member; 10310 Stagecoach Park Ct, , Colorado Springs, CO, 80924-4489; Not Investment-Related; 01/31/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; RPWM Partners LLC; Co-owner; Manage advisory business; 262 South River Road, , Bedford, NH, 03110; Investment-Related; 07/01/2025; 60 hours per month; 60 during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Chartered Financial Consultant

Experience

Current

September 10, 2026 - Present

Office #1: 2600 Michelson Drive Suite 1460, Irvine, CA 92612
Irvine, CA
Past

December 15, 1997 - September 24, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Westminster, CA
Past

October 3, 1991 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 3, 1991 - September 24, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
IRVINE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/10/2026)
IAR
Texas
(9/10/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 10/8/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 10/1/1991
General Securities Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

No current employment

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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