Terry Dee Cox
Investment adviser representative at Encompass More Asset Management LLC
10 yearsExperience
2 statesRegistered in
$984.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Encompass More Asset Management LLCJul 2024 to now
- Encompass More Investments, LLCJul 2024 to now
- Capital Wealth Alliance, LLCJul 2020 to Jun 2024
- Kingswood Capital Partners, LLCJul 2020 to Jun 2024
- Raymond James Financial ServicesOct 2018 to Jun 2020
- Raymond James Financial Services, Inc.Jan 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Encompass More Asset Management LLC
$984.9MAssets managed
4,008Clients
85Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5415732
- Firm CRD
- 322382