Torrey Jewett is a registered investment advisor at LPL Financial LLC, based in Chino Valley, AZ, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1021 N Hwy 89, Suite 106, Chino Valley, AZ, 86323
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Torrey owns multiple rental real estate properties in Vermont and Arizona. He also spends about a quarter of his time on OneAZ Wealth Management, a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
TD Wealth Management Services INC.Broker
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
1717 Capital Management CompanyBroker
Nationwide Securities, INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.