MC
Micah P. Comer
ENCOMPASS MORE ASSET MANAGEMENT LLC
ROCKLIN, CA
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CRD#: 7411078
MC
Professional summary
Micah Phillip Comer is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Rocklin, California.
Micah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Micah has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Appreciation Financial; Investment related; 2485 Village View Dr #190, Henderson, NV 89074; Insurance agency; Sales Agent; Start-05/2015, 10 hours per week during securities trading hours. 2) Podsco Corporation; Investment-related; 2929 Cameron Drive, Rocklin, CA; S Corp; President & CEO; Officer; 08/2015; 1 hour per month; 1 during market hours; No duties 3) ERC Specialists. Help small businesses receive IRS credit for retaining employees, my position is sales agent. 125 E. Main #401, American Fork, UT 84003. Start date was March 2022. 10 hours per week with ERC. 4) Linqqs LLC; investment related;2485 Village View Drive, Suite190, Henderson, NV 89074; Business Concierge; conduct meetings with business owners, assess their needs to refer them to various service providers that may add value to their business; Start 11/2022; 40 hours per month; 40 hours per month during market hours.
CRS (Client Relationship Summary) - RIA
Click below to view Micah Phillip Comer's 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®
NoneExperience
Current
September 1, 2022 - Present
ENCOMPASS MORE ASSET MANAGEMENT LLC
RIA
CRD#: 322382
ROCKLIN, CA
Past
July 27, 2021 - September 28, 2022
VERITY ASSET MANAGEMENT
RIA
CRD#: 158667
ROCKLIN, CA
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
California(9/1/2022)
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 4,025 |
| AUM (Assets Under Management) | $ 581,910,000 |
Red Flags
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