Terence Channon

SALT MINES ADVISORS

Port St Lucie, FL 34987

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CRD#: 7416611

Professional summary

Terence Channon is a registered financial advisor currently at SALT MINES ADVISORS located in Port St Lucie, Florida.

Terence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Terence has worked at 1 firm and has passed the Series 65, Series 63 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

NewLead, LLC. A technology services firm - not an investment related firm. 11367 SW Kingslake Circle, Port St. Lucie, FL 34987 Principal. Started March 2017. 60 hours/month. 40 hours during securities trading hours. Principal consultant and business manager.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terence Channon'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

October 5, 2021 - Present

SALT MINES ADVISORS

Office #1: 11367 Sw Kingslake Cir, Port St Lucie, FL 34987

RIA

CRD#: 316089

Port St Lucie, FL

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
(10/5/2021)

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Exams

State Security Law Exam

IAR

Series 65

Date: 7/9/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/20/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/1/2021

Securities Industry Essentials Examination

Current Firm

SALT MINES ADVISORS

SALT MINES ADVISORS | SALT MINES ADVISORS LLC

CRD#: 316089 / SEC#:

Florida

Registered Investment Advisory firm - (10/5/2021 Approved)

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Contact information

Main Address

11367 Sw Kingslake Cir, Port St Lucie, FL 34987

Mailing Address

Phone number

(772) 429-1401

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Terence Channon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terence Channon's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALT MINES ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2021

Series 63

Date: 4/20/2001

SIE

Date: 7/1/2021

Current Firm

SALT MINES ADVISORS

Contact information

Documents

Red Flags

Company Information

SALT MINES ADVISORS

TRUST BUT VERIFY

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