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RI

Richard T. Irrgang

EQUITY INVESTMENT CORP
Atlanta, GA 30309
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CRD#: 1029386
RI

Professional summary


Richard Terrence Irrgang, who also goes by R. Terrence Irrgang, Richard Terry Irrgang, Terry Irrgang, is a registered financial advisor currently at EQUITY INVESTMENT CORP located in Atlanta, Georgia.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Richard has worked at 3 firms and has passed the Series 65 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


R. Terrence Irrgang | Richard Terry Irrgang | Terry Irrgang

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Richard Terrence Irrgang's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 3, 2016 - Present

EQUITY INVESTMENT CORP

Office #1: 1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309
RIA
CRD#: 283930
Atlanta, GA
Past

May 12, 2003 - October 30, 2017

JFB HOLDINGS CORP

RIA
CRD#: 108510
ATLANTA, GA
Past

April 7, 1982 - February 24, 1990

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EI
EQUITY INVESTMENT CORP
BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP

CRD#: 283930 / SEC#: 801-107945

RIA
Registered Investment Advisory firm - (6/15/2016 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(11/7/2016)
IAR
Texas
(10/3/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/16/1996
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


EI
EQUITY INVESTMENT CORP
BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP

CRD#: 283930 / SEC#: 801-107945

RIA
Registered Investment Advisory firm - (6/15/2016 Approved)
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Contact information


Main Address
1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309
Mailing Address
Phone number
(404) 239-0111
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EQUITY INVESTMENT CORPORATION ADV 2A & 2B DATED MARCH 27, 2025 (3/27/2025)

Regulatory assets under management


Total Number of Accounts6,039
AUM (Assets Under Management)$ 3,051,151,512

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EQUITY INVESTMENT CORP

CRD#: 283930Atlanta, GA 30309

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