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Carisa Bertrand

Encompass More Asset Management LLC

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About Carisa Bertrand

Carisa Bertrand is an investment advisor representative with Encompass More Asset Management LLC. Carisa is licensed in 11 states. Carisa Bertrand has been in the financial industry since March 31, 2019. Carisa Bertrand is registered with FINRA and the state of Utah as an investment advisor representative. Encompass More Asset Management LLC is headquartered in Danville, CA. The firm provides investment advice to both individuals and high-net-worth individuals. The firm also offers portfolio management services.

Firm Information

Carisa Bertrand is currently registered with Encompass More Asset Management LLC. Encompass More Asset Management LLC is a registered investment advisor headquartered in Danville, CA. With a team of 43 licensed agents and investment advisor representatives, the firm manages approximately $228.5 million in assets for 2,835 clients, including individuals, high-net-worth individuals, and other investment advisors. Encompass More Asset Management LLC offers portfolio management services for individuals and does not participate in wrap fee programs.
Encompass More Asset Management LLC

390 DIABLO RD SUITE 100

DANVILLE, CA 94526

$228.53M

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carisa Bertrand’s Registration & Firm History

UT

09/09/2024 - Present

Encompass More Asset Management LLC (ST. GEORGE UT)

UT

09/21/2021 - 08/04/2022

WELLS FARGO CLEARING SERVICES, LLC (SAINT GEORGE UT)

UT

07/05/2018 - 11/05/2020

WELLS FARGO CLEARING SERVICES, LLC (SAINT GEORGE UT)

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Licenses & Designations

IA

Issued 09/05/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carisa Bertrand.
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