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Corico McCray

Encompass More Asset Management LLC

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About Corico McCray

Corico McCray is a financial advisor who has been in the industry since 2013. Corico has a Series 6, 7, 63 and 65 license and is currently registered with Encompass More Asset Management LLC in Florida. Previously, Corico worked at EDWARD JONES and NATIONWIDE SECURITIES, LLC. Corico specializes in helping individuals with their financial planning needs and portfolio management.

Firm Information

Corico McCray 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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Corico McCray’s Registration & Firm History

FL

02/04/2023 - Present

Encompass More Asset Management LLC (Sanford FL)

FL

10/22/2021 - 04/20/2022

EDWARD JONES (Orlando FL)

TN

06/19/2013 - 01/24/2014

NATIONWIDE SECURITIES, LLC (FRANKLIN TN)

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Licenses & Designations

BOTH

Issued 11/12/2021

Series 66 - Uniform Combined State Law Examination

IA

Issued 11/24/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/28/2021

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Corico McCray. Review regulatory record here.
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