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DN

Denton M. Nerison

TORRES FINANCIAL SERVICES
San Antonio, TX 78230
Some features on this profile are disabled
CRD#: 5471819
DN

Professional summary


Denton Mead Nerison is a registered financial advisor currently at TORRES FINANCIAL SERVICES, INC. located in San Antonio, Texas.

Denton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Denton has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

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.
INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Denton Mead Nerison'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

May 29, 2018 - Present

TORRES FINANCIAL SERVICES, INC.

Office #1: 14603 Huebner Rd. Bldg. 23, San Antonio, TX 78230
RIA
CRD#: 114486
San Antonio, TX
Past

June 13, 2012 - January 5, 2018

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
SAN ANTONIO, TX
Past

August 13, 2008 - January 5, 2018

NYLIFE SECURITIES LLC

BD
CRD#: 5167
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
(5/29/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/7/2012
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TF
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
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts287
AUM (Assets Under Management)$ 76,844,339

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


TORRES FINANCIAL SERVICES, INC.

CRD#: 114486San Antonio, TX 78230

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