Terrence A. Fox

SAFE MONEY MANAGEMENT

Atlanata, GA

Some features on this profile are disabled

CRD#: 5512075

Professional summary

Terrence Alan Fox, who also goes by Terry Fox, is a registered financial advisor currently at SAFE MONEY MANAGEMENT located in Atlanata, Georgia.

Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Terrence has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terry Fox

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PRESIDENT/OWNER OF INSURANCE AGENCY, SMART RISK MANAGEMENT, LLC. AS PART OF FINANCIAL PLANNING PROCESS FOR PROSPECTS/CLIENTS, WE PROVIDE AN INSURANCE REVIEW AND DO SELL LIFE, LTC, & DISABILITY INSURANCE. 20-30 HOURS A MONTH DEPENDING ON ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Alan Fox's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 14, 2017 - Present

SAFE MONEY MANAGEMENT

RIA

CRD#: 157089

Atlanata, GA

Past

July 30, 2012 - December 31, 2016

SAFE MONEY MANAGEMENT

RIA

CRD#: 157089

ATLANATA, GA

Past

October 14, 2010 - March 22, 2012

GEORGIA WEALTH ADVISORS, LLC

RIA

CRD#: 148327

ATLANTA, GA

Past

November 10, 2008 - December 31, 2008

GEORGIA WEALTH ADVISORS, LLC

RIA

CRD#: 148327

ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(2/14/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/21/2008

Uniform Investment Adviser Law Examination

Current Firm

SAFE MONEY MANAGEMENT

SAFE MONEY MANAGEMENT | SAFE MONEY MANAGEMENT, LLC

CRD#: 157089 / SEC#:

Georgia

Registered Investment Advisory firm - (2/14/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Atlanata, GA

Mailing Address

Phone number

(678) 485-0873

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Terrence A. Fox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Alan Fox's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAFE MONEY MANAGEMENT

SAFE MONEY MANAGEMENT

GEORGIA WEALTH ADVISORS, LLC

GEORGIA WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2008

Current Firm

SAFE MONEY MANAGEMENT

Contact information

Documents

Red Flags

Company Information

SAFE MONEY MANAGEMENT

TRUST BUT VERIFY

Similar Advisors