Tony D. Argo

TERRA WEALTH

WOODSTOCK, GA

Some features on this profile are disabled

CRD#: 7756689

Professional summary

Tony Dwayne Argo, who also goes by Tony Argo, is a registered financial advisor currently at TERRA WEALTH located in Woodstock, Georgia and AE FINANCIAL SERVICES, LLC located in Woodstock, Georgia.

Tony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Tony has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tony Argo

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) Salon 92 Woodstock LLC, 12035 Hwy 92, Woodstock, GA 30188; Salon, Not investment related; Owner, collect booth rent and pay expenses such as property lease, utilities, licensing, taxes, and facility maintenance; 3/2017; 12 hrs/month; 0 hrs/trading 2.) Terra Wealth Risk Management, LLC, 400 W. English Rd, Ste 223, High Point, NC 27262; Insurance Agency, Investment-related; Insurance Agent, General insurance sales; 5/2025; 120 hrs/month; 120hrs/trading 3. )Terra Wealth Management, LLC DBA TerraWealth, 400 W. English Rd, Ste 223, High Point, NC 27262; RIA, Investment-related; Investment Adviser Representative, Advisory services; 5/2025; 120 hrs/month; 120 hrs/trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tony Dwayne Argo'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

May 28, 2025 - Present

TERRA WEALTH

RIA

CRD#: 320643

WOODSTOCK, GA

Current

July 17, 2025 - Present

AE FINANCIAL SERVICES, LLC

CRD#: 298608

WOODSTOCK, GA

Past

October 21, 2024 - May 16, 2025

INSPIRE ADVISORS, LLC

RIA

CRD#: 300279

Woodstock, GA

Past

June 3, 2024 - September 20, 2024

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Atlanta, GA

Past

May 15, 2024 - September 20, 2024

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Atlanta, GA

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".

TERRA WEALTH

MULTI FAMILY OFFICE WEALTH SOLUTIONS, LLC | TERRA WEALTH MANAGEMENT, LLC | TERRA WEALTH

CRD#: 320643 / SEC#: 801-125822

RIA

Registered Investment Advisory firm - (6/3/2022 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.

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

IAR

Georgia
(5/28/2025)

Georgia
(7/17/2025)

Pennsylvania
(7/17/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 5/3/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/18/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/15/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/24/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

TERRA WEALTH

MULTI FAMILY OFFICE WEALTH SOLUTIONS, LLC | TERRA WEALTH MANAGEMENT, LLC | TERRA WEALTH

CRD#: 320643 / SEC#: 801-125822

RIA

Registered Investment Advisory firm - (6/3/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

400 West English Road Ste 215, High Point, NC 27262

Mailing Address

Phone number

(305) 928-3772

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TERRA WEALTH MANAGEMENT LLC (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,917
AUM (Assets Under Management)	$ 399,431,686

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tony D. Argo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tony Dwayne Argo's CRS (Customer Relationship Summary).

Certified licenses

Experience

AE FINANCIAL SERVICES, LLC

INSPIRE ADVISORS, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

TERRA WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 5/3/2023

Series 65

Date: 4/18/2023

Series 7TO

Date: 5/15/2024

SIE

Date: 1/24/2023

FINRA

Current Firm

TERRA WEALTH

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TERRA WEALTH

TRUST BUT VERIFY

Similar Advisors