Gary Steven Ahr
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gary S Ahr
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
46 years in the financial services industry
Current & Past Employments
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Current Firm
EQ WEALTH | EQ WEALTH ADVISORS, LLC | EQ WEALTH ADVISORS LLC | EQ WEALTH ADVISORS
Contact Information
Main Address
10000 North Central Express Way Suite 1350, Dallas, TX 75231Phone Number
(214) 389-6750# of Employees
6SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,037AUM (Assets Under Management)
$617,000,348Similar Advisors
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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.
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Primary Firm SEC Registration
EQ WEALTH | EQ WEALTH ADVISORS, LLC | EQ WEALTH ADVISORS LLC | EQ WEALTH ADVISORS
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed May 1981About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1980About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Gary Steven Ahr's CRS (Customer Relationship Summary).
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