AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TC

Terry G. Christenberry

BURCH & COMPANY,
Kansas City, MO 64116
Some features on this profile are disabled
CRD#: 1201255
TC

Professional summary

Terry Gene Christenberry is a registered financial professional currently at BURCH & COMPANY, INC located in Kansas City, Missouri.

Terry is registered as a RR (Registered Representative) and started their career in finance in 1983. Terry has worked at 7 firms and has passed the Series 63, Series 7TO, Series 99TO, Series 79TO, SIE, Series 7, Series 27, Series 24 and Series 4 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Terry Gene Christenberry's 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

January 9, 2025 - Present

BURCH & COMPANY, INC

Office #1: 4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
BD
CRD#: 102280
Kansas City, MO
Past

November 5, 2009 - December 31, 2024

COUNTRY CLUB FINANCIAL SERVICES, LLC

BD
CRD#: 29807
Mission Woods, KS
Past

February 1, 1999 - October 23, 2009

CHRISTENBERRY COLLET & COMPANY, INC.

BD
CRD#: 45977
KANSAS CITY, MO
Past

May 16, 1995 - September 20, 1996

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

June 8, 1987 - June 2, 1993

HBOC SECURITIES, INCORPORATED

BD
CRD#: 18457
KANSAS CITY, MO
Past

January 9, 1984 - October 24, 1986

BLUNT ELLIS & LOEWI INCORPORATED

BD
CRD#: 7580
Past

October 20, 1983 - January 17, 1984

B.C. CHRISTOPHER SECURITIES CO.

BD
CRD#: 60

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Kansas
(4/11/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 4/11/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/15/1983
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 1/2/2023
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/2/2023
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/21/1988
Registered Options Principal Examination
SRO Registrations
RR
FINRA

Current Firm

B&
BURCH & COMPANY, INC
BURCH & COMPANY, INC | BURCH & COMPANY, INC.

CRD#: 102280 / SEC#: , 8-52121

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Mailing Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Phone number
(816) 842-4660
Established
Missouri since 06/08/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BURCH, ANTON RANDALSHAREHOLDER720817
BURCH, JENIFER LOUFINANCIAL AND OPERATIONS PRINCIPAL5796387
PASTORINO, JESSICA BROOKPRESIDENT, CCO5230374

Disclosures

Arbitration1

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

BURCH & COMPANY, INC

CRD#: 102280Kansas City, MO 64116

TRUST BUT VERIFY

Monitor Terry Christenberry

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

John Israel
John IsraelAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
SAN RAMON, CA
Walter Pachniuk
Walter PachniukAdvisorCheck Check Mark
TRUSTMONT ADVISORY GROUP, INC.
IAR
RR
NEWTOWN, CT
KB
Kent BatleyAdvisorCheck Check Mark
BATLEY & ASSOCIATES
IAR
Estacada, OR
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics