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Scott Ledford Bacon

Encompass More Asset Management LLC

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About Scott Ledford Bacon

Scott Ledford Bacon is an Investment Advisor Representative associated with Encompass More Asset Management LLC in Danville, CA. Scott has been in the financial services industry since 2013 and has a Series 65 license. Scott has experience working with individuals and has a specialization in financial planning. In addition to Encompass More Asset Management LLC, Scott is also affiliated with Appreciation Financial and Insurance Services, LLC.

Firm Information

Scott Bacon 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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Scott Bacon’s Registration & Firm History

CA

03/07/2023 - Present

Encompass More Asset Management LLC (GOLD RIVER CA)

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Licenses & Designations

IA

Issued 07/19/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Ledford Bacon.
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