Brian Torgerson
Investment Advisor Representative, CFP® at Raymond James
- Role
- Investment Advisor Representative, Cfp at Raymond James
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Brian Torgerson
Honing his approach to wealth management for over a decade, Brian Torgerson is committed to helping his clients plan for their future. His vision is to be the most trusted wealth advisor by delivering ethical common sense advice to the complex world of wealth management through great client service and prudent investment strategies. Brian Torgerson is an Investment Advisor Representative with Raymond James Financial Services, Inc, one of the largest independently managed broker-dealers in the United States. Brian and his team values their client relationships and strive to help you achieve your financial goals and objectives. Wealth management is more than just investments. Brian is committed to understanding your unique needs so you can accomplish the objectives that are important to you. He truly cares about his clients and strives to provide exceptional service. Whether you are a new or long-time investor, Brian can provide personalized financial strategies to help grow wealth, pursue specific financial goals, protect assets and plan for retirement. He offers a wide variety of services, products and resources that help meet your investment needs.Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Raymond James Financial Services, Inc.2928 Eastlake Ave ESeattle, WA 98••••••••05
Experience
Investment Advisor Representative, Cfp
Oct 2019 — Present · Seattle, WA, US
Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
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