Terry Ray Graham

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 04/2015 → 12/2016
  Pfs Investments Inc.
  Atlanta, GA
• 09/2014 → 12/2016
  Primerica Financial Services
  Atlanta, GA
• 01/1996 → Present
  Team Soteria Ministries
  Smrna, GA
• 03/2016 → Present
  Bowhead Support
  Alexandria, VA
• 01/2017 → 12/2017
  Capital Choice Financial Services
  Greensboro, GA
• 01/1996 → Present
  Focus Vision Communications Inc
  Mableton, GA
• 06/2017 → 12/2017
  Ameritas Investment Corp.
  Lincoln, NE
• 01/2017 → Present
  Legacy Builders Wealth Management
  Mableton, GA
• 01/2018 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL
• 03/2019 → Present
  Caci Inc
  Forest Park, GA
• 03/2018 → 03/2019
  Keyw Corp
  Forest Park, GA

Previous Registrations

• 2017-06-21 → 2017-12-31
  Ameritas Investment Company, Llc
  Greensboro, GA
  Mableton, GA
• 2017-02-15 → 2017-06-21
  Capital Choice Investment Advisers, Inc.
  Smyrna, GA
• 2015-07-13 → 2016-12-31
  Pfs Investments Inc.
  Atlanta, GA

Other Businesses

Legacy Builders Wealth Management, Inc.; same as branch; inv rel; insurance business; CEO; start date=01/2017; hrs/mo=36; trading hrs/mo=18; provide financial and insurance services to clients - Life, Health, Long Term Care, Supplement Insurance (Dental, Vision, Disability, Cancer, Terminal Illness, etc.), Annuities CACI INC POSITION: IT Instructor NATURE: IT training and technical support for the U.S. Army. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2019 ADDRESS: BLDG 707, FORT GILLEM GA 30297, United States DESCRIPTION: I provide IT training and technical support. FOCUS VISION COMMUNICATIONS, INC POSITION: CEo NATURE: IT services and consulting, as well as, Audio services (music and sound). INVESTMENT RELATED: No NUMBER OF HOURS: 36 SECURITIES TRADING HOURS: 18 START DATE: 01/01/1996 ADDRESS: 3713 MANIGAULT PL SE, MABLETON GA 30126, United States DESCRIPTION: CEO... I provide the services to clients for IT and music production. TEAM SOTERIA MINISTRIES POSITION: Pastor NATURE: Christian ministry and church. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 4 START DATE: 09/01/1996 ADDRESS: 3713 Manigault Place SE, Mableton GA 30126, United States DESCRIPTION: I pastor and minister a Bible Study on Tuesday and a church service on Sunday. PROFISEE INC NOT INVESTMENT RELATED; TRAINING DEVELOPER; NATURE: DATABASE SOFTWARE; 80 HOURS PER MONTH AND 0 DURING TRADING HOURS; START: 06/05/2024; ADDRESS: 3655 BROOKSIDE PKWY #175 ALPHARETTA GA 30022; COMPENSATION: SALARY; DUTY: DEVELOP E-LEARNING PRODUCTS FOR THE SOFTWARE COMPANY

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-23
• S63 Uniform Securities Agent State Law Examination
  2015-04-24

Other Names

• Terry Ray Graham
• Terry Graham