LPL Financial Advisor
Located at Arizona State Credit Union
550 E. Gurley Street
Prescott, AZ 86301
Toll Free: 877.566.0517
"We prepare for the worst and hope for the best." - Anonymous
Torrey's passion for his profession and helping members has given him the drive to provide exceptional service over the years. He is dedicated to helping members witness firsthand the value and benefits of working with a professional financial advisor. When it comes to uncertain times, Torrey believes in educating our members, addressing their concerns and making recommendations that will help fit best for their long term goals.
Torrey recently moved to Arizona from the east coast with his wife Stephanie and their two children. He enjoys exercising, golf, hiking and, most importantly, spending time with his family.
Education: Torrey has a Bachelor degree in Business Administration and an Associates degree in Business Management from Lyndon State College in Vermont. Torrey is Series 7, 66, 6, and Life/Health/VA licensed. (Registrations held through LPL Financial)
- Professionally Managed Accounts
- Tax-Free Investments
- Tax-Managed Investments
- Retirement Income Planning Strategies
- Estate Planning and Wealth Transfer Strategies
- Retirement Planning - (Traditional IRAs, Roth IRAs, 401k, and 403b accounts)
- Portfolio Review and Financial Management Analysis
- College Savings - (529 plans and Coverdell Educational IRAs)
- Small Business Retirement Planning - (SIMPLE IRAs, SEP-IRAs, and 401k's)
- Insurance Needs Analysis
Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Arizona State Credit Union is not a registered broker-dealer nor affiliated with LPL Financial.
| NOT NCUA INSURED
|| NO CREDIT UNION GUARANTEE
|| MAY LOSE VALUE
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.