Torrey Jewett, financial advisor Chino Valley AZ
93 score

Torrey Jewett

CRD Number: 5292585
Current Firm: Lpl Financial LLC

Torrey Jewett (CRD# 5292585) is an Investment Advisor Representative working at Lpl Financial LLC in Chino Valley, AZ and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Services Charlotte, NC Oct 2010 - Current 6
Arizona State Credit Union Cottonwood, AZ Sep 2010 - Current 6
Wells Fargo Bank Flagstaff, AZ Jun 2010 - Sep 2010 < 1
Wells Fargo Investments, LLC Flagstaff, AZ Jun 2010 - Sep 2010 < 1
Unemployed Sedonda, AZ May 2010 - Jun 2010 < 1
Td Bank Enosburg Falls, VT Nov 2009 - Apr 2010 < 1
Td Wealth Management Services Inc. Enosburg Falls, VT Nov 2009 - Apr 2010 < 1
Unemployed Richford, VT Aug 2009 - Nov 2009 < 1
Tdbanknorth Burlington, VT Feb 2008 - Aug 2009 1
Bancnorth Investment Group St. Cloud, MN Feb 2008 - Aug 2009 1
Nationwide Financial Network Newark, DE Jul 2007 - Feb 2008 < 1
1717 Capital Management Company Newark, DE Jul 2007 - Feb 2008 < 1
Nationwide Ins St Albans, VT Feb 2007 - Feb 2008 1
Nationwide Securities Dublin, OH Feb 2007 - Feb 2008 1
Mullen Ins St Albans, VT May 2004 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Torrey D. Jewett
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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