TR
Terrence E. Rocks
INSPIRE ADVISORS
Melbourne, FL 32901
Some features on this profile are disabled
CRD#: 6569562
TR
Professional summary
Terrence Edward Rocks, who also goes by Terry Rocks, is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Melbourne, Florida.
Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Terrence has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Terry Rocks
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.
1) BREVARD YOUTH NETWORK (BYN)- CO-FOUNDER AND SERVING ON THE BOARD OF DIRECTORS - CHRIST CENTERED OUTREACH PROGRAMS FOCUSED TOWARD 'AT RISK' YOUTH AGES 12-17. NOT INVESTMENT RELATED 2) OHIO NATIONAL FINANCIAL SERVICES,PRODUCING GENERAL AGENT, NON INVESTMENT RELATED, 10 HRS MONTH, 0 DURING TRADING. 3) THE MAKAID GROUP - CONSULTING - NON-INVESTMENT RELATED - FORMED FLORIDA LLC AS PASS THROUGH ENTITY - 3 HRS PER MONTH, 0 HRS DURING TRADING. 4) FLORIDA WEALTH COLLEGE INC - 2101 WAVERLY PLACE, SUITE 200B, MELBOURNE, FL 32901 - OWNER - MANAGEMENT, MARKETING, AND INSURANCE COMPANY - NON-INVESTMENT RELATED - 0 HRS PER MONTH, 0 HRS DURING TRADING. 5) GUARDIAN LIFE INSURANCE - GENERAL AGENT APPOINTED WITH GUARDIAN 2 HOURS PER MONTH 6) Teleios Financial Partners LLC - 1900 S. Harbor City Blvd. Suite 328, Melbourne, FL 32901 - Owner/Agent - Life Insurance business - Started 6/14/2019 - modified 2/5/2023 -non-investment related - 40 hrs. per month, 0 hrs. during trading - Compensation, commission.
CRS (Client Relationship Summary) - RIA
Click below to view Terrence Edward Rocks'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®
NoneExperience
Current
January 30, 2025 - Present
INSPIRE ADVISORS, LLC
Office #1: 1900 South Harbor City Boulevard Suite 328, Melbourne, FL 32901RIA
CRD#: 300279
Melbourne, FL
Past
April 24, 2023 - December 31, 2024
INSPIRE ADVISORS, LLC
RIA
CRD#: 300279
Melbourne, FL
Past
November 9, 2015 - April 5, 2023
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
MELBOURNE, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | HOFFMAN WEALTH MANAGEMENT GROUP | FIDELIS FINANCIAL
CRD#: 300279 / SEC#: 801-114673
RIA
Registered Investment Advisory firm - (2/8/2019 Approved)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
Florida(1/30/2025)
Current Firm
IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | HOFFMAN WEALTH MANAGEMENT GROUP | FIDELIS FINANCIAL
CRD#: 300279 / SEC#: 801-114673
RIA
Registered Investment Advisory firm - (2/8/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646
Mailing Address
Phone number
(877) 859-6383
Established
Firm type
Fiscal year end
# of Employees
46
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,363 |
| AUM (Assets Under Management) | $ 1,033,380,628 |
Red Flags
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