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Blake Nino

Advisor at LPL Financial

Updated today
LPL Financial logo

Firm

LPL Financial

Location

Kingsburg, CA 93631

Credentials

Series 63, Series 65

Industry experience

18 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Consulting and other non-discretionary advisory services

Fee options

Fixed

Financial planning and consulting services fees may be flat fees up to $10,000, negotiated between client and IAR.

Commissions

Clients may pay commissions, markups, markdowns, and transaction charges for brokerage services; commissions apply particularly if LPL acts as broker-dealer.

Project-based

Financial planning and consulting services fees may be hourly, up to $500 per hour.

Work history

LPL Financial, llc

2019 - Present (7 years)

Foresters Financial Services

2016 - 2019 (3 years)

First Investors Corporation

2015 - 2016 (1 year)

Foresters Advisory Services LLC

2014 - 2019 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jaime T

Series 66

Selma, CA

Merrill

Jaime Torres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Jaime earned his Bachelor's Degree from the University of California System. He is bilingual in Spanish and English. Jaime specializes in areas including college education planning, corporate executive services, equity compensation services, family wealth management strategies, legacy planning, philanthropic planning, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. His approach centers on building long-term relationships by understanding the goals that matter most to his clients and their families, leveraging the resources and technology available through Merrill Lynch to deliver goals-based wealth management strategies. Beyond his professional role, Jaime is involved in community service through organizations such as the Peninsula YMCA and Ronald McDonald House Charities of San Diego. He enjoys personal interests including cooking, fishing, football, hiking, music, reading, soccer, spending time with his family, traveling, and watching movies.

Retirement income strategy Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Family Business Executive Parents
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Todd S

CFA®, Series 63

Reedley, CA

Victory Wealth Management, LLC

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James A

Series 66

Reedley, CA

Caitlin John, llc

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Robert B

Series 63, Series 65

Hanford, CA

Concorde Asset Management, LLC

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Randal A

Series 63, Series 65

Kingsburg, CA

Madison Avenue Securities, LLC

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Gregory E

Series 63, Series 65

Kingsburg, CA

NWF Advisory Services Inc

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