Terence Channon, financial advisor Port St Lucie FL

Terence Channon

CRD Number: 7416611
Current Firm: Salt Mines Advisors

Terence Channon (CRD# 7416611) is an Investment Advisor Representative working at Salt Mines Advisors in Port St Lucie, FL and has over 23 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Newlead, LLC Port St. Lucie, FL Mar 2017 - Current 7
Saltmines Group Vero Beach, FL Jun 2014 - Feb 2017 2
Bridgevine, Inc. Vero Beach, FL Aug 2004 - May 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Jul 2021
Contact Info for Terence Channon
Phone Number: 7724291401
Firm Website: https://sma.one
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL

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