Kasinee Meyer is a registered investment advisor, based in Laguna Niguel, CA, with 7 years of industry experience.
Location
Laguna Niguel, CA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kasinee has several business activities, including partial ownership of Fortune Guardian Financials, which owns an insurance agency and a financial services marketing entity. Kasinee also dedicates about half of her time to Life 365 Insurance Solutions LLC and minimal time to other entities, including a law firm referral arrangement and a pass-through entity for commissions.
Employment History
Current Registrations
Encompass More Investments, LLC
Encompass More Investments, LLCBroker
Encompass More Asset Management LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations18 states
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