Laura Bertran de la torre
Investment adviser representative at Bbva Global Wealth Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Bbva Global Wealth Advisors, Inc.Apr 2026 to now
- CitigroupJul 2021 to Mar 2026
- CitigroupSep 2020 to Nov 2020
- Arvest Wealth ManagementAug 2020 to Oct 2020
- Atento CapitalJul 2020 to Jul 2021
- Federal Reserve Bank of Kansas CityMay 2020 to Aug 2020
- Ronnie K.irani Center for the Creation of Economic WealthJan 2020 to May 2020
- Ou Student MediaJan 2019 to Jan 2020
- Lakeland Community CollegeFeb 2018 to Jan 2019
- Ipvce Maximo Gomez BaezAug 2013 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bbva Global Wealth Advisors, Inc.
$1.4BAssets managed
792Clients
51Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7286700
- Firm CRD
- 327326