TB
Terry W. Bewley
STRONGTOWER WEALTH MANAGEMENT, PLC
HOT SPRINGS, AR 71901
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CRD#: 6776088
TB
Professional summary
Terry Wayne Bewley is a registered financial advisor currently at STRONGTOWER WEALTH MANAGEMENT, PLC located in Hot Springs, Arkansas.
Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Terry has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.
June 2011 to current US Navy Reserves as a Chaplain-Requires 2 days a month, usually on the weekends and 2 weeks each year-some during trading- Non-Investment related.
Insurance sales - Independent with approximately 5 hours a week since 08/2017
Public Speaker: Can be investment related, same as business address, public
speaking for churches, pastor conferences, marriage retreat, etc, Since January 2019, 2 hours per month but not
during trade hours, teach on Biblical finances and personal finances in general.
CRS (Client Relationship Summary) - RIA
Click below to view Terry Wayne Bewley'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®
NoneExperience
Current
April 23, 2018 - Present
STRONGTOWER WEALTH MANAGEMENT, PLC
Office #1: 450 W. Grand Ave, Hot Springs, AR 71901RIA
CRD#: 292882
HOT SPRINGS, AR
Past
April 18, 2017 - April 4, 2018
G. A. REPPLE & COMPANY
BD
CRD#: 17486
HOT SPRINGS, AR
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".
SW
STRONGTOWER WEALTH MANAGEMENT, PLC
STRONGTOWER WEALTH MANAGEMENT, PLC
CRD#: 292882 / SEC#: 801-127373
RIA
Registered Investment Advisory firm - (2/23/2023 Approved)Arkansas
Registered Investment Advisory firm - (3/1/2023 Terminated)Louisiana
Registered Investment Advisory firm - (3/6/2023 Terminated)Mississippi
Registered Investment Advisory firm - (3/1/2023 Terminated)Oklahoma
Registered Investment Advisory firm - (3/1/2023 Terminated)Texas
Registered Investment Advisory firm - (3/1/2023 Terminated)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
Arkansas(4/23/2018)
IAR
Louisiana(9/20/2018)
IAR
Mississippi(11/15/2023)
IAR
Nebraska(12/3/2024)
IAR
Oklahoma(2/15/2022)
IAR
Texas(8/12/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
STRONGTOWER WEALTH MANAGEMENT, PLC
STRONGTOWER WEALTH MANAGEMENT, PLC
CRD#: 292882 / SEC#: 801-127373
RIA
Registered Investment Advisory firm - (2/23/2023 Approved)Arkansas
Registered Investment Advisory firm - (3/1/2023 Terminated)Louisiana
Registered Investment Advisory firm - (3/6/2023 Terminated)Mississippi
Registered Investment Advisory firm - (3/1/2023 Terminated)Oklahoma
Registered Investment Advisory firm - (3/1/2023 Terminated)Texas
Registered Investment Advisory firm - (3/1/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
450 W. Grand Ave, Hot Springs, AR 71901
Mailing Address
Phone number
(501) 623-1141
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 695 |
| AUM (Assets Under Management) | $ 110,500,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
