CB
CB

Carisa Bertrand

6 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

50 E 100 S, Suite 300, St. George, UT, 84770

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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

Carisa is a licensed independent insurance agent.

Employment History
Current Registrations
Encompass More Asset Management LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Scf Securities, INC.Broker
February 2024 - October 2024 · 8 mos
Scf Investment Advisors, INC.
February 2024 - October 2024 · 8 mos
New Millennium Group
August 2022 - February 2024 · 1 yr 6 mos
Wells Fargo Clearing Services, LLCBroker
September 2021 - August 2022 · 11 mos
Wells Fargo Clearing Services, LLC
August 2021 - August 2022 · 1 yr
Wells Fargo Clearing Services, LLC
September 2018 - November 2020 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
July 2018 - November 2020 · 2 yrs 4 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.