Rodolfo V. Torres

TORRES FINANCIAL SERVICES

SAN ANTONIO, TX 78216

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CRD#: 2363334

Professional summary

Rodolfo Villareal Torres JR, who also goes by Rodolfo Torres II, Rodolfor Torres Ii, Rudy Torres Ii, Rodolfo VIllarreal Torress Jr, is a registered financial advisor currently at TORRES FINANCIAL SERVICES, INC. located in San Antonio, Texas.

Rodolfo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Rodolfo has worked at 9 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rodolfo Torres Ii | Rodolfor Torres Ii | Rudy Torres Ii | Rodolfo Villarreal Torress Jr

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.

TORRES FINANCIAL SERVICES, INC., 85 NE. LOOP 410, #1116, SAN ANTONIO, TX, PRESIDENT-OWNER, OFFER INSURANCE, INVESTMENT ADVISER AND SECURITIES, COMPENSATED - YES, 40 HRS WEEKLY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rodolfo Villareal Torres JR's CRS (Customer Relationship Summary).

Certified licenses

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

None

Experience

Current

April 1, 1999 - Present

TORRES FINANCIAL SERVICES, INC.

Office #1: 85 Ne Loop 410, #116, San Antonio, TX 78216

RIA

CRD#: 114486

SAN ANTONIO, TX

Past

May 15, 2009 - June 9, 2010

CIM SECURITIES, LLC

CRD#: 120852

PALMER, AK

Past

November 30, 2005 - May 25, 2007

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

SAN ANTONIO, TX

Past

November 30, 2005 - May 25, 2007

FSC SECURITIES CORPORATION

CRD#: 7461

SAN ANTONIO, TX

Past

June 16, 2004 - November 30, 2005

PAN-AMERICAN FINANCIAL ADVISERS

CRD#: 15578

NEW ORLEANS, LA

Past

June 17, 2003 - July 21, 2004

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

April 1, 1999 - June 27, 2003

CETERA ADVISORS LLC

RIA

CRD#: 10299

SAN ANTONIO, TX

Past

April 1, 1999 - June 27, 2003

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

February 4, 1996 - April 16, 1999

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

Past

August 27, 1994 - February 7, 1996

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

August 13, 1993 - July 18, 1994

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

SAN ANTONIO, TX

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

Texas
(4/1/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/4/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/14/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/12/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TORRES FINANCIAL SERVICES, INC.

NONE | TORRES FINANCIAL SERVICES, INC.

CRD#: 114486 / SEC#:

Texas

Registered Investment Advisory firm - (7/25/1999 Approved)

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Contact information

Main Address

14603 Huebner Rd. Bldg. 23, San Antonio, TX 78230

Mailing Address

Phone number

(210) 342-2700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	287
AUM (Assets Under Management)	$ 76,844,339

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Rodolfo V. Torres

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rodolfo Villareal Torres JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIM SECURITIES, LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

PAN-AMERICAN FINANCIAL ADVISERS

HORNOR, TOWNSEND & KENT, LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

CUNA BROKERAGE SERVICES, INC.

PRINCIPAL SECURITIES, INC.

USAA INVESTMENT SERVICES COMPANY

State Registrations and Notice Filings

Exams

Series 63

Date: 10/4/1993

Series 7

Date: 6/14/1995

Series 6

Date: 8/12/1993

Current Firm

TORRES FINANCIAL SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TORRES FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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