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TF

Terry R. Farrar

TRILOGY WEALTH MANAGEMENT
Bay City, TX 77414
Some features on this profile are disabled
CRD#: 2277496
TF

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.
The advisor shows no other business activity.

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

BD
CRD#: 20804
BAY CITY, TX
Past

October 1, 2002 - April 25, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

BD
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

BD
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/7/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/19/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/14/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/19/1992
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/18/2008
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/13/2000
Investment Company Products/Variable Contracts Principal Examination

Current Firm

TW
TRILOGY WEALTH MANAGEMENT, LLC
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)
PREMIUM
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Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
1

Documents

Latest Form ADV
0

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

TRILOGY WEALTH MANAGEMENT, LLC

CRD#: 326773Bay City, TX 77414

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