linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Terry Dee Cox

Encompass More Asset Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Terry? Claim Your Profile

About Terry Dee Cox

Terry Dee Cox is an Investment Advisor Representative with Encompass More Asset Management LLC. Terry has been in the industry since October 2007 and has experience in providing investment advisory services to clients. Terry is also a registered Investment Advisor Representative in Arizona and Texas, having successfully completed the Uniform Combined State Law Examination, the General Securities Sales Supervisor Examination and the General Securities Representative Examination.

Firm Information

Terry Cox is currently registered with Encompass More Asset Management LLC. Encompass More Asset Management LLC is a registered investment advisor headquartered in Danville, CA. With a team of 43 licensed agents and investment advisor representatives, the firm manages approximately $228.5 million in assets for 2,835 clients, including individuals, high-net-worth individuals, and other investment advisors. Encompass More Asset Management LLC offers portfolio management services for individuals and does not participate in wrap fee programs.
Encompass More Asset Management LLC

390 DIABLO RD SUITE 100

DANVILLE, CA 94526

$228.53M

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Terry Cox’s Registration & Firm History

CA

07/01/2024 - Present

Encompass More Asset Management LLC (DANVILLE CA)

AZ

07/25/2020 - 06/28/2024

KINGSWOOD CAPITAL PARTNERS, LLC (Fountain Hills AZ)

AZ

11/20/2017 - 07/10/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (FOUNTAIN HILLS AZ)

AZ

01/12/2016 - 11/17/2017

RAYMOND JAMES & ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

10/26/2007 - 01/14/2016

EDWARD JONES (FOUNTAIN HILLS AZ)

Not sure if Terry Dee Cox is right for you?

Licenses & Designations

BOTH

Issued 12/28/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/13/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/30/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Dee Cox.
Not sure if Terry Dee Cox is right for you?