Terry Prather

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → 12/2017
  Payne Wealth Partners, Inc.
  Evansville, IN
• 12/2017 → Present
  United Capital Financial Advisors, Llc
  Irving, TX

Previous Registrations

• 2011-03-15 → 2017-12-15
  Payne Wealth Partners, Inc.
  Evansville, IN

Other Businesses

1. WEEKDAY CHRISTIAN EDUCATION; Not investment-related; Evansville, IN; Christian Education; Advisory Board; MAY 2025; 2 hours per month; 2 hours per securities trading hours; Responsibilities include attending monthly board meetings, providing guidance and insight, participating in committees as needed, participating in periodic fundraising events, helping with decision making related to policies, and ensuring the organization remains financially prudent and stable to meet its mission.

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Terry Wayne Prather