James M. Torrey
Professional summary
James Marsh Torrey is a registered financial advisor currently at THE WATCHMAN GROUP, INC. located in Plano, Texas.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. James has worked at 2 firms and has passed the Series 63 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Marsh Torrey's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 2, 2019 - Present
THE WATCHMAN GROUP, INC.
Office #1: 5045 Lorimar Drive Suite 200, Plano, TX 75093January 4, 2006 - June 21, 2019
CORNERSTONE ADVISORY CORPORATION
December 2, 2003 - January 3, 2006
CORNERSTONE ADVISORY CORPORATION
Primary Firm SEC Registration
THE WATCHMAN GROUP, INC.
CRD#: 133690 / SEC#: 801-63818
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/18/2019)
(2/2/2019)
Exams
Series 2
Date: 5/16/1986
Non-Member General Securities ExaminationCurrent Firm
THE WATCHMAN GROUP, INC.
CRD#: 133690 / SEC#: 801-63818
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 958 |
| AUM (Assets Under Management) | $ 576,225,767 |
Red Flags
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Company Information
THE WATCHMAN GROUP, INC.
CRD#: 133690Plano, TX 75093TRUST BUT VERIFY
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