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TF

Terrence A. Fox

SAFE MONEY MANAGEMENT
Atlanata, GA
Some features on this profile are disabled
CRD#: 5512075
TF

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.
The advisor shows no other business 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)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/21/2008
Uniform Investment Adviser Law Examination

Current Firm

SM
SAFE MONEY MANAGEMENT
SAFE MONEY MANAGEMENT | SAFE MONEY MANAGEMENT, LLC

CRD#: 157089 / SEC#:

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

Main Address
Atlanata, GA
Mailing Address
Phone number
(678) 485-0873
Established
Firm type
Fiscal year end
# of Employees
1

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.

Company Information

SAFE MONEY MANAGEMENT

CRD#: 157089Atlanata, GA

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