Evan William Terry

Current Employers

Employment History

• 03/2024 → Present
  Lpl Financial Llc
  Wichita, KS
• 02/2016 → 05/2021
  Preferred Pension Solutions
  Wichita, KS
• 04/2025 → Present
  Agh Wealth Advisors, Llc
  Wichita, KS
• 05/2021 → Present
  Agh Wealth Advisors, Llc
  Wichita, KS
• 04/2025 → Present
  Lpl Financial Llc
  Wichita, KS

Other Businesses

~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.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-08

Other Names

• Evan W Terry