GA
ChFC
GA
ChFC

Gary Steven Ahr

45 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
366 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$558.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

10000 North Central Express Way, Suite 1350, Dallas, TX, 75231

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gary sells fixed life and health insurance since 1984, and offers life settlements since 2016. These activities require minimal time.

Employment History
Current Registrations
Eq Wealth Advisors
February 2023 - Present · 3 yrs
Previous Registrations
Lincoln Financial Advisors Corporation
June 1998 - February 2023 · 24 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - February 2023 · 24 yrs 8 mos
Cigna Financial Advisors,inc.Broker
November 1980 - June 1998 · 17 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.