Tawa TorryCRD 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.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|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|
Total Assets Under Management8,858MILLIONS
Total Number of Accounts25,039ACCOUNTS
Average Account Value$353,788
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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
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.