Tawa Torry, financial advisor Dallas TX
93 score

Tawa Torry

CRD Number: 5577881
Current Firm: 1st Global Advisors Inc.

Tawa Torry (CRD# 5577881) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Dallas, TX and has over 9 years of experience in the finance industry.

Similar Advisors
Ryan Kruger, CFA, financial advisor Dallas TX
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Score
108
Similar Advisors
Robert Hrnicek, financial advisor Dallas TX
Robert L. Hrnicek
CRD# 4463519
Wells Fargo Advisors Financial Network, LLC
Score
103
Similar Advisors
Prof. Dr. Geoffrey VanderPal DBA, MBA, CFP®, financial advisor Dallas TX
Prof. Dr. Geoffrey A. VanderPal DBA, MBA, CFP®
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
Company Name Location Dates Years
1st Global Advisors, Inc. Dallas, TX Oct 2017 - Current < 1
1st Global Capital Corp Dallas, TX Oct 2017 - Current < 1
Tiaa Dallas, TX Sep 2016 - Oct 2017 1
Tiaa-cref Individual & Institutional Services, LLC Dallas, TX Sep 2016 - Oct 2017 1
Jpmorgan Securities LLC Dallas, TX Dec 2015 - Sep 2016 < 1
Jpmorgan Chase Bank Dallas, TX Dec 2015 - Sep 2016 < 1
Fidelity Investments Westlake, TX May 2012 - Nov 2015 3
Bbva Compass Investment Solutions Inc. Arlington, TX Sep 2009 - May 2012 2
Compass Bank Arlington, TX Sep 2009 - May 2012 2
Td Ameritrade Fort Worth, TX Jul 2008 - Sep 2009 1
Corporate Purchasing Solutions Dallas, TX Jun 2008 - Jul 2008 < 1
Wells Fargo Bank Desoto, TX Jun 2007 - Jul 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Tawa Torry
Phone Number: 214-294-5000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    8,858
    MILLIONS
  • Total Number of Accounts
    25,039
    ACCOUNTS
  • Average Account Value
    $353,788
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.