Evan Terry has been an investment adviser representative at AGH Wealth Advisors since May 2025, and is not listed among the firm’s executive officers or direct owners.
Agh Wealth Advisors, LLC is a Wichita, KS firm with $456M under management, 489 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Evan Terry’s longest registration is the current one, 1 year at AGH Wealth Advisors since 2025. Before joining AGH Wealth Advisors in 2025, Evan Terry was registered through LPL Financial LLC.
- Agh Wealth Advisors, LLCCurrent– present · 1 yearWichita, KS · Adviser representative · Firm CRD 146796
- LPL Financial LLC– · under a yearFort Mill, SC · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Evan Terry is registered as an investment adviser representative in Kansas, since May 2025.
- KansasSince 5 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 April 2025 |
| Series 7TO | General Securities Representative Examination | 28 March 2024 |
| SIE | Securities Industry Essentials Examination | 27 June 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Evan William Terry
- CRD
- 7377432
- Firm
- AGH Wealth Advisors · CRD 146796
- Office
- 301 N. MAIN STREET, SUITE 1700, Wichita, KS 67202
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Evan Terry work?
Evan Terry is an investment adviser representative registered through Agh Wealth Advisors, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Evan Terry a financial advisor?
Yes. Evan Terry has a current investment-adviser registration in Kansas, through AGH Wealth Advisors since May 2025.
How many years of experience does Evan Terry have?
Evan Terry has 2 years in the financial industry, since March 2024, across 2 adviser firms.
What exams has Evan Terry passed?
Evan Terry has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2022.
Where is Evan Terry based?
Evan Terry’s registered office is in Wichita, KS.
Is Evan Terry registered with FINRA?
Yes. Evan Terry has a current broker registration, under CRD 7377432.
Source: FINRA BrokerCheck
How can I verify Evan Terry’s record?
Search CRD 7377432 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Evan Terry’s full registration record.
