Terry R. Farrar

TRILOGY WEALTH MANAGEMENT

Bay City, TX 77414

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CRD#: 2277496

Professional summary

Terry Richard Farrar, CFP® is a registered financial advisor currently at TRILOGY WEALTH MANAGEMENT, LLC located in Bay City, Texas.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Terry has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1.) NFL - STATISTICIAN - STATISTICIAN - HOUSTON, TX - SINCE 08/2020 - NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Richard Farrar'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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

July 17, 2023 - Present

TRILOGY WEALTH MANAGEMENT, LLC

Office #1: 2041 Avenue F, Bay City, TX 77414

RIA

CRD#: 326773

Bay City, TX

Past

April 25, 2008 - April 28, 2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

BAY CITY, TX

Past

April 25, 2008 - April 28, 2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

BAY CITY, TX

Past

October 1, 2002 - April 25, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

BAY CITY, TX

Past

August 15, 2001 - April 25, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

RIA

CRD#: 13626

BAY CITY, TX

Past

December 17, 1992 - October 1, 2002

AMERICAN GENERAL EQUITY SERVICES CORPORATION

CRD#: 5435

HOUSTON, TX

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

Louisiana
(9/6/2023)

IAR

Texas
(7/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/7/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/19/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/14/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/19/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/18/2008

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 12/13/2000

Investment Company Products/Variable Contracts Principal Examination

Current Firm

TRILOGY WEALTH MANAGEMENT, LLC

CRD#: 326773 / SEC#:

Louisiana

Registered Investment Advisory firm - (9/6/2023 Approved)

Texas

Registered Investment Advisory firm - (7/17/2023 Approved)

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Contact information

Main Address

2041 Avenue F, Bay City, TX 77414

Mailing Address

Phone number

(979) 245-0649

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Terry R. Farrar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Richard Farrar's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL EQUITY SERVICES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/1999

Series 63

Date: 11/19/1992

SIE

Date: 10/1/2018

Series 7

Date: 10/14/2008

Series 6

Date: 11/19/1992

Series 24

Date: 12/18/2008

Series 26

Date: 12/13/2000

Current Firm

TRILOGY WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

TRILOGY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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