Unclaimed Profile

Gary Wayne Teran

FIRST WESTERN ADVISORS·HOLLADAY, Utah

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 6531 years registeredFIRST WESTERN ADVISORS

3165 EAST MILLROCK DRIVE, HOLLADAY, UT 84121CRD# 1076442Firm CRD# 13623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Wayne Teran · HOLLADAY, UT

Registration

CRD #1076442 · FIRST WESTERN ADVISORS · 31 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Sep 2019 – present

FIRST WESTERN ADVISORS

Jan 1995 – Oct 2019

HOLLADAY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · January 5, 1995

Years registered · 31

Disclosure History

2007Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FIRST WESTERN ADVISORS

CRD 13623 · SEC 801-58158

AUM

$262M

Regulatory assets under management

Employees

1,664 client accounts

Services offered by FIRST WESTERN ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRST WESTERN ADVISORS →

Introduction

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Frequently Asked Questions

What services does Gary Wayne Teran offer?

Gary Wayne Teran specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HOLLADAY, Utah for a consultation.

What are Gary Wayne Teran's credentials?

Gary Wayne Teran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Wayne Teran located?

Gary Wayne Teran is based in HOLLADAY, Utah, working with FIRST WESTERN ADVISORS. Their office serves clients in the HOLLADAY metropolitan area and surrounding communities.

How does Gary Wayne Teran charge for services?

Gary Wayne Teran's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST WESTERN ADVISORS?

FIRST WESTERN ADVISORS has approximately 20 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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