Terry Wengert (CRD# 2569257) is an Investment Advisor Representative working at Summit Global Investments, LLC in Mesa, AZ and has over 29 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verity Investments, Inc. | Durham, NC | Sep 2023 - Current | < 1 |
| Summit Global Investments, LLC | Bountiful, UT | Jul 2023 - Current | < 1 |
| Transamerica Financial Advisors, Inc. | Mesa, AZ | Jan 2012 - Jul 2023 | 11 |
| World Financial Group Insurance Agency, LLC | Mesa, AZ | Sep 1994 - Jul 2023 | 28 |
| W/w Transport, LLC | Gilbert, AZ | Sep 2019 - May 2021 | 1 |
| K N M Transportation, LLC | Gilbert, AZ | May 2018 - Sep 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- UT
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Total Assets Under Management2,029MILLIONS
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Total Number of Accounts6,110ACCOUNTS
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Average Account Value$332,062
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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