Gary S. Ahr

EQ WEALTH ADVISORS

Dallas, TX 75231

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CRD#: 719576

Professional summary

Gary Steven Ahr, who also goes by Gary S Ahr, is a registered financial advisor currently at EQ WEALTH ADVISORS located in Dallas, Texas.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Gary has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary S Ahr

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) GARY AHR 10000 N. CENTRAL EXPRESSWAY SUITE 280 DALLAS, TX 75231 CATEGORY: FIXED INSURANCE INVESTMENT-RELATED:YES TITLE: AGENT DUTIES: SALE OF FIXED LIFE AND HEALTH INSURANCE START DATE: 1/1/84 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS:0 2) GARY AHR "AHR FINANCIAL GROUP" 10000 N. CENTRAL EXPRESSWAY SUITE 280 DALLAS, TX 75231 10000 N. CENTRAL EXPRESSWAY SUITE 280 DALLAS, TX 75231 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING LIFE SETTLEMENTS START DATE: 6/2016 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Steven Ahr'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

February 24, 2023 - Present

EQ WEALTH ADVISORS

Office #1: 10000 North Central Express Way Suite 1350, Dallas, TX 75231

RIA

CRD#: 322294

Dallas, TX

Past

June 1, 1998 - February 22, 2023

OSAIC FA, INC.

RIA

CRD#: 3978

DALLAS, TX

Past

June 1, 1998 - February 22, 2023

OSAIC FA, INC.

CRD#: 3978

DALLAS, TX

Past

November 25, 1980 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

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".

EQ WEALTH ADVISORS

EQ WEALTH | EQ WEALTH ADVISORS, LLC | EQ WEALTH ADVISORS LLC | EQ WEALTH ADVISORS

CRD#: 322294 / SEC#: 801-126838

RIA

Registered Investment Advisory firm - (11/7/2022 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

Texas
(2/24/2023)

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

Series 63

Date: 11/20/1980

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: 12/9/1997

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 5/18/1981

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 11/13/1980

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EQ WEALTH ADVISORS

EQ WEALTH | EQ WEALTH ADVISORS, LLC | EQ WEALTH ADVISORS LLC | EQ WEALTH ADVISORS

CRD#: 322294 / SEC#: 801-126838

RIA

Registered Investment Advisory firm - (11/7/2022 Approved)

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Contact information

Main Address

10000 North Central Express Way Suite 1350, Dallas, TX 75231

Mailing Address

Phone number

(214) 389-6750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	863
AUM (Assets Under Management)	$ 558,837,067

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Gary S. Ahr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Steven Ahr's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC FA, INC.

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

EQ WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 11/20/1980

SIE

Date: 10/1/2018

Series 7

Date: 12/9/1997

Series 22

Date: 5/18/1981

Series 6

Date: 11/13/1980

Current Firm

EQ WEALTH ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EQ WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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