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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
95 clients
Average Client Portfolio
$371K average
Assets Under Management
$35.3M
Fee Structure
Financial Planning:Investment management only
Mr. Grubb works as a registered representative and is licensed to sell life insurance, long-term care, and fixed annuities on a commission basis. He may also receive 12(b)-1 trail or service fees from Mutual Fund companies.
Areas of Practice
Investment ManagementInsurance Planning
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Advisor Information
Office location
9 S Washington St Ste 210, Spokane, WA, 99201
Get directionsRegulatory History
Clean regulatory record
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 ActivitiesSells Insurance
Torrey receives rental income from a single-family residential property he and his spouse own. He spends minimal time collecting and distributing rental income, cleaning, and maintaining the property, and may travel to/from the location as needed.
Employment History
Current Registrations
Northwest Investment Advisors, INC
October 2008 - Present · 17 yrs 3 mos
Northwest Investment Advisors, INC. Broker
March 2008 - Present · 17 yrs 10 mos
Previous Registrations
Capital Financial Services, INC.Broker
March 2007 - March 2008 · 1 yr
United Heritage Financial Services, INC.Broker
January 2002 - March 2007 · 5 yrs 2 mos
Brecek & Young Advisors, INC.Broker
July 2000 - January 2002 · 1 yr 6 mos
Safeco Investment Services, INC.Broker
August 1999 - August 2000 · 1 yr
State Registrations7 states
COIDMTORTXWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.