Torry Whitcher
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Generation Capital Management LLCJul 2026 to now
- Private Client ServicesJun 2024 to Jul 2026
- RFG Advisory, LLC dba Sixpoint Financial PartnersJun 2024 to Jun 2026
- American Portfolios Financial Services, Inc.Aug 2022 to Jul 2024
- Fourbridges Financial GroupAug 2022 to May 2024
- Novem GroupAug 2022 to May 2024
- Blackridge Asset Management, LLCFeb 2021 to Aug 2022
- Peak Brokerage Services, LLCFeb 2021 to Aug 2022
- Pruco Securities, LLCMay 2015 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Generation Capital Management LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6515507
- 128523