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Terry Dee Cox

Investment Adviser Representative at ENCOMPASS MORE ASSET MANAGEMENT LLC

Fountain Hills, AZCRD #5415732Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
9 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 9 states
AlaskaArizonaCaliforniaGeorgiaHawaiiIllinoisTexasWashingtonWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/28/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/25/2007
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 9/13/2018
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 4/30/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Encompass MORE Asset Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ENCOMPASS MORE INVESTMENTS, LLCCurrent
7/18/2024Fountain Hills, AZ
ENCOMPASS MORE ASSET MANAGEMENT LLCCurrent
7/1/2024Fountain Hills, AZ
CAPITAL WEALTH ALLIANCE, LLC
7/2/20207/9/2024Fountain Hills, AZ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
11/21/20177/10/2020Fountain Hills, AZ
RAYMOND JAMES & ASSOCIATES, INC.
1/22/201611/17/2017Scottsdale, AZ
EDWARD JONES
1/9/20081/14/2016Fountain Hills, AZ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terry Dee Cox has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Terry Dee Cox - Financial Advisor in Fountain Hills, AZ | AdvisorFinder