Torry
Whitcher

Rfg Advisory, LLC

CRD#6515507
Investment Advisor
in Pittsford, NY

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About this Advisor

Torry Whitcher is a financial advisor based in Pittsford, New York, working with Rfg Advisory, LLC. Torry has previously held positions at Pruco Securities, LLC, Mcdonalds, Littlepage Dining Center, State University Of New York At Oswego, Peak Brokerage Services, LLC, Blackridge Asset Management, LLC, Fourbridges Financial Group, Novem Group, American Portfolios Financial Services, Inc, and Rfg Advisory, LLC Dba Sixpoint Financial Partners. Torry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Torry is part of Rfg Advisory, LLC, which operates out of Pittsford, New York. The firm has 46 offices and 195 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Rfg Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1169 Pittsford-Victor Rd Suite 120
Pittsford, NY 14534

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Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,859,253,984

NY Average: $1,620,585,161
Total Number of Employees

195

NY Average: 52
Total Number of Accounts

17,871

NY Average: 1,560
Average Account Size

$215,951

NY Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Torry Whitcher Work History

2024 - Present (1 year)

Rfg Advisory, LLC Dba Sixpoint Financial Partners

2022 - 2024 (2 years)

Fourbridges Financial Group

2022 - 2024 (2 years)

Novem Group

2022 - 2024 (2 years)

American Portfolios Financial Services, Inc

2021 - 2022 (1 year)

Peak Brokerage Services, LLC

2021 - 2022 (1 year)

Blackridge Asset Management, LLC

2015 - 2021 (6 years)

Pruco Securities, LLC

2013 - 2015 (2 years)

Littlepage Dining Center

2013 - 2015 (2 years)

State University Of New York At Oswego

2011 - 2015 (4 years)

Mcdonalds

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Disclosures

Please visit the SEC profile of Torry Whitcher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rfg Advisory, LLC

Emily Donaldson
Saint Louis, MO
Ryan Briggs
Birmingham, AL
Alexander Neri
Birmingham, AL
Christopher Rogers
Birmingham, AL
John Gallia
Saint Louis, MO
Brittani Schaefer
Saint Louis, MO
Mackenzie Bekeza
Colorado Springs, CO
Susan Auer
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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