BD
BD

Branden Ducharme

4 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

390 Diablo Rd, Suite 100, Danville, CA, 94526

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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

Branden is involved in several outside business activities. He does personal and business consulting/management, is a partner/CFO in a real estate and marketing/consulting company, is a licensed independent insurance agent, and is a real estate agent. Each of these activities takes a few hours per week.

Employment History
Current Registrations
Encompass More Asset Management LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Scf Investment Advisors, INC.
July 2023 - October 2024 · 1 yr 3 mos
Global View Capital Management LLC
August 2021 - July 2023 · 1 yr 11 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.