ET
Evan W. Terry
AGH WEALTH ADVISORS
Wichita, KS 67202
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CRD#: 7377432
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Professional summary
Evan William Terry, who also goes by Evan W Terry, is a registered financial advisor currently at AGH WEALTH ADVISORS, LLC located in Wichita, Kansas and LPL FINANCIAL LLC located in Wichita, Kansas.
Evan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Evan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Evan W Terry
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) 05/2021 - AGH Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent ~2) AGH Wealth Advisors, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Registered Admin - Started: 03/28/2024 - 160 Hrs/Mo; 40 Hrs. During Trading - I provide administrative support to AGH Wealth Advisors, LLC, an independent investment advisor firm. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. ~3) AGH Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 04/2025 - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through AGH Wealth Advisors LLC, an independent investment advisor firm. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Evan William Terry'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
May 5, 2025 - Present
AGH WEALTH ADVISORS, LLC
Office #1: 301 N. Main Street Suite 1700, Wichita, KS 67202RIA
CRD#: 146796
Wichita, KS
Current
March 28, 2024 - Present
LPL FINANCIAL LLC
Office #1: 301 N Main Street Suite 1700, Wichita, KS 67202-4817RIA
BD
CRD#: 6413
Wichita, KS
Past
April 10, 2025 - May 6, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
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".
AW
AGH WEALTH ADVISORS, LLC
AGH WEALTH ADVISORS, LLC | AGH WEALTH MANAGEMENT
CRD#: 146796 / SEC#: 801-69091
RIA
Registered Investment Advisory firm - (4/18/2008 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Kansas(4/10/2025)
IAR
Kansas(5/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/28/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
AGH WEALTH ADVISORS, LLC
AGH WEALTH ADVISORS, LLC | AGH WEALTH MANAGEMENT
CRD#: 146796 / SEC#: 801-69091
RIA
Registered Investment Advisory firm - (4/18/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
301 N. Main Street Suite 1700, Wichita, KS 67202
Mailing Address
Phone number
(316) 267-3220
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 455 |
| AUM (Assets Under Management) | $ 439,945,283 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AGH WEALTH ADVISORS, LLC
CRD#: 146796Wichita, KS 67202TRUST BUT VERIFY
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