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Nicholas Goodrich Torre

LLOYD TEVIS INVESTMENTS, LLC·LAFAYETTE, California
Clean recordLLOYD TEVIS INVESTMENTS, LLC
3658 MT DIABLO BLVD, SUITE 201, LAFAYETTE, CA 94549CRD# 4369337Firm CRD# 323061

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Goodrich Torre · LAFAYETTE, CA
Registration
CRD #4369337 · LLOYD TEVIS INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicholas Goodrich Torre is a registered financial advisor based in LAFAYETTE, California, affiliated with LLOYD TEVIS INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LLOYD TEVIS INVESTMENTS, LLC
LLOYD TEVIS INVESTMENTS, LLC
AUM
$297K
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LLOYD TEVIS INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4369337
Firm CRD# 323061
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Goodrich Torre offer?
Nicholas Goodrich Torre specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, California for a consultation.
What are Nicholas Goodrich Torre's credentials?
Nicholas Goodrich Torre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Goodrich Torre located?
Nicholas Goodrich Torre is based in LAFAYETTE, California, working with LLOYD TEVIS INVESTMENTS, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Nicholas Goodrich Torre charge for services?
Nicholas Goodrich Torre's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LLOYD TEVIS INVESTMENTS, LLC?
LLOYD TEVIS INVESTMENTS, LLC has approximately 4 employees and manages $297K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LLOYD TEVIS INVESTMENTS, LLC

William Jon Poulin
LAFAYETTE, CA

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Research
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