MI
MI
Marla Isidro is a registered investment advisor, based in Clermont, FL, with 18 years of industry experience.
Location
Clermont, FL
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Regulatory History (1)
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Judgment / Lien
September 2021Other Business ActivitiesSells Insurance
Marla owns 90% of AgencyFi LLC, an independent insurance agency selling fixed insurance products, dedicating about half her time. She also provides investment advisory services to clients through Encompass More Asset Management, spending about 10-20% of her time, including a few hours per week during trading hours.
Employment History
Current Registrations
Encompass More Investments, LLC
May 2024 - Present · 2 yrs
Encompass More Investments, LLCBroker
May 2024 - Present · 2 yrs
Encompass More Asset Management LLC
May 2024 - Present · 2 yrs
Previous Registrations
Transamerica Financial Advisors, INC.
July 2022 - March 2024 · 1 yr 8 mos
Transamerica Financial Advisors, INCBroker
January 2012 - March 2024 · 12 yrs 2 mos
World Group Securities, INC.Broker
September 2007 - January 2012 · 4 yrs 4 mos
State Registrations5 states
CAFLGANVTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.