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Terri Joyce Garey

TAMPA ASSET MANAGEMENT, LLC·LUTZ, Florida
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16021 N. FLORIDA AVE., LUTZ, FL 33549CRD# 2349918Firm CRD# 148558
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
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
No disclosures on file
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 in LUTZ
Robert Bruce Garey — TAMPA ASSET MANAGEMENT, LLCErin Elaine Baskett — DMK ADVISOR GROUP, INC.Charles Carmen Carnevale — EDMP, INC.Julie Cycenas Carnevale — EDMP, INC.Barry Julian Grosman — DMK ADVISOR GROUP, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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