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Corico Mccray

ENCOMPASS MORE ASSET MANAGEMENT LLC
Sanford, FL
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CRD#: 6166758
CM

Professional summary


Corico Mccray Sr, who also goes by C. Rajan Mccray, Corico Mccray, King Mccray, Corico Rajan Mccray, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Sanford, Florida.

Corico is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Corico has worked at 5 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


C. Rajan Mccray | Corico Mccray | King Mccray | Corico Rajan Mccray

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
09/2012; Independent Licensed insurance Agent; Investment Related- No; Sanford, FL; Life & Health Insurance.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Corico Mccray Sr's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 4, 2023 - Present

ENCOMPASS MORE ASSET MANAGEMENT LLC

RIA
CRD#: 322382
Sanford, FL
Past

November 16, 2021 - April 20, 2022

EDWARD JONES

RIA
CRD#: 250
Orlando, FL
Past

October 22, 2021 - April 20, 2022

EDWARD JONES

BD
CRD#: 250
Orlando, FL
Past

January 26, 2021 - November 11, 2021

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
LAKE MARY, FL
Past

January 22, 2021 - January 25, 2021

SEQUENT PLANNING, LLC

RIA
CRD#: 160381
LAKE MARY, FL
Past

June 19, 2013 - January 24, 2014

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
FRANKLIN, TN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP

CRD#: 322382 / SEC#: 801-126102

RIA
Registered Investment Advisory firm - (7/14/2022 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/4/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/12/2021
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/24/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/22/2021
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP

CRD#: 322382 / SEC#: 801-126102

RIA
Registered Investment Advisory firm - (7/14/2022 Approved)
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Contact information


Main Address
390 Diablo Rd Suite 100, Danville, CA 94526
Mailing Address
Phone number
(925) 272-8850
Established
Firm type
Fiscal year end
# of Employees
92

SEC notice filing (47 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE (9/17/2025)

Regulatory assets under management


Total Number of Accounts4,025
AUM (Assets Under Management)$ 581,910,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382Sanford, FL

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