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Terri Joyce Garey

TAMPA ASSET MANAGEMENT, LLC·LUTZ, Florida
Clean recordTAMPA ASSET MANAGEMENT, LLC
16021 N. FLORIDA AVE., LUTZ, FL 33549CRD# 2349918Firm CRD# 148558

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terri Joyce Garey · LUTZ, FL
Registration
CRD #2349918 · TAMPA ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Terri Joyce Garey is a registered financial advisor based in LUTZ, Florida, affiliated with TAMPA ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
TAMPA ASSET MANAGEMENT, LLC
TAMPA ASSET MANAGEMENT, LLC
AUM
$121M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TAMPA ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2349918
Firm CRD# 148558
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terri Joyce Garey offer?
Terri Joyce Garey specializes in Investment Management, Wealth Management. Contact their office in LUTZ, Florida for a consultation.
What are Terri Joyce Garey's credentials?
Terri Joyce Garey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terri Joyce Garey located?
Terri Joyce Garey is based in LUTZ, Florida, working with TAMPA ASSET MANAGEMENT, LLC. Their office serves clients in the LUTZ metropolitan area and surrounding communities.
How does Terri Joyce Garey charge for services?
Terri Joyce Garey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TAMPA ASSET MANAGEMENT, LLC?
TAMPA ASSET MANAGEMENT, LLC has approximately 3 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TAMPA ASSET MANAGEMENT, LLC

Robert Bruce Garey
LUTZ, FL

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