Terrence
Rocks

Inspire Advisors, LLC

CRD#6569562
Investment Advisor
in Melbourne, FL

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About this Advisor

Terrence Rocks is a financial advisor based in Melbourne, Florida, working with Inspire Advisors, LLC. Terrence has previously held positions at Moneytrax, Inc, Teleios Financial Partners LLC, Inspire Advisors, LLC Dba Teleios Financial Partners, and Ga Repple. Terrence has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Terrence is part of Inspire Advisors, LLC, which operates out of Melbourne, Florida. The firm has 29 offices and 45 employees. The firm manages assets totaling $835.3 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Inspire Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

Melbourne, FL

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Inspire Advisors, LLC Brokerage Details

Total Assets Under Management

$835,309,154

FL Average: $655,107,610
Total Number of Employees

45

FL Average: 12
Total Number of Accounts

2,857

FL Average: 770
Average Account Size

$292,373

FL Average: $850,789

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Terrence Rocks Work History

2023 - Present (1 year)

Inspire Advisors, LLC Dba Teleios Financial Partners

2015 - Present (9 years)

Teleios Financial Partners LLC

2015 - 2023 (8 years)

Ga Repple

2006 - 2015 (9 years)

Moneytrax, Inc

Disclosures

Please visit the SEC profile of Terrence Rocks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Inspire Advisors, LLC

Paul Mcwilliams
Kailua, HI
Austin Walker
Meridian, ID
Eric Boyum
Caldwell, ID
Scott Harlan
Meridian, ID
Derek Mauldin
Meridian, ID
David Eck
Meridian, ID
Beau Zumbusch
Buffalo, MN
Ryan Munoz
Meridian, ID

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