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Christopher Raymond Reid

Encompass More Asset Management LLC

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About Christopher Raymond Reid

Christopher Reid is a registered investment advisor representative with Encompass More Asset Management LLC. Christopher is also a registered representative with the firm. Christopher has been in the financial services industry since 2008. Christopher holds both Series 65 and Series 66 licenses. Christopher has experience working with individuals and high-net-worth individuals. Christopher offers portfolio management services.

Firm Information

Christopher Reid 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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Christopher Reid’s Registration & Firm History

CA

09/09/2022 - Present

Encompass More Asset Management LLC (Roseville CA)

CA

03/03/2008 - 06/12/2009

PROEQUITIES, INC. (CITRUS HEIGHTS CA)

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Licenses & Designations

IA

Issued 03/07/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/22/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Raymond Reid.
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