Corico Mccray

Encompass More Asset Management LLC

4 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Encompass More Asset Management LLC

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

Location

Sanford, FL

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

March 2022

Judgment / Lien

September 2017

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Corico is an independent licensed insurance agent for life and health insurance since 2012.

Employment History

Current Registrations

Encompass More Asset Management LLC

February 2023 - Present · 3 yrs

Previous Registrations

Edward Jones

November 2021 - April 2022 · 5 mos

Edward JonesBroker

October 2021 - April 2022 · 6 mos

Ae Wealth Management, LLC

January 2021 - November 2021 · 10 mos

Sequent Planning, LLC

January 2021 - January 2021 · 0 mos

Nationwide Securities, LLCBroker

June 2013 - January 2014 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.