CR
CR

Christopher Raymond Reid

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
66 advisors
Number of Clients
4,042 clients
Average Client Portfolio
$144K average
Assets Under Management
$581.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

Roseville, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is involved in several business activities, including PHG Group LLC, PHG Direct LLC, KGF4, Appreciation Insurance & Financial Services LLC, and White Gazelle, Inc. He dedicates a full-time commitment to PHG Group LLC and Appreciation Insurance & Financial Services LLC, and about a quarter of his time to PHG Direct LLC, minimal time to KGF4, and about a third of his time to White Gazelle, Inc.

Employment History
Current Registrations
Encompass More Asset Management LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Verity Asset Management
May 2019 - November 2022 · 3 yrs 6 mos
Investment Advisors
May 2008 - June 2009 · 1 yr 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Christopher Raymond Reid - Financial Advisor | TrueAdvisor