Unclaimed
Torry Whitcher is a financial advisor with over 9 years of experience in the financial services industry. Torry is registered with RFG Advisory, LLC and has a broad range of experience in financial planning, investment advisory services, and insurance. Torry has worked with clients of all types, including individuals, families, businesses, and trusts. Torry is committed to providing personalized financial advice and helping her clients achieve their financial goals. Torry has worked with Pruco Securities, LLC, Peak Brokerage Services, LLC, and American Portfolios Financial Services, Inc. prior to joining RFG Advisory, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
06/04/2024 - Present
RFG Advisory, LLC (PITTSFORD NY)
NY
08/16/2022 - 07/11/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
02/01/2021 - 08/17/2022
PEAK BROKERAGE SERVICES, LLC (Rochester NY)
NY
07/02/2015 - 02/09/2021
PRUCO SECURITIES, LLC. (Pittsford NY)
IA
Issued 12/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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