Terry Cox is a registered investment advisor, based in Danville, CA, with 18 years of industry experience.
Location
390 Diablo Rd, Suite 100, Danville, CA, 94526
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Terry is an Investment Adviser Representative at Encompass More Asset Management LLC, spending nearly full-time providing investment advisory services. Terry also owns TDC Insurance LLC, an independent insurance agency, dedicating about 10-20% of their time to determining customer needs and selling fixed insurance products.
Employment History
Current Registrations
Encompass More Investments, LLC
Encompass More Investments, LLCBroker
Encompass More Asset Management LLC
Previous Registrations
Kingswood Capital Partners, LLCBroker
Capital Wealth Alliance, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.