Christopher Chatto (CRD# 6525630) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 8 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Encompass More Investments, LLC | Danville, CA | Dec 2022 - Current | 1 |
Encompass More Asset Management LLC | Danville, CA | Aug 2022 - Current | 1 |
Encompass More Insurance Services | Henderson, NV | Aug 2022 - Current | 1 |
Appreciation Financial | Pleasanton, CA | Jun 2014 - Current | 9 |
Verity Asset Management | Durham, NC | Nov 2018 - Dec 2022 | 4 |
Encompass More Investments, LLC | Danville, CA | Feb 2022 - Aug 2022 | < 1 |
Verity Investments, Inc. | Durham, NC | Nov 2018 - Aug 2022 | 3 |
Client One Securities | Leawood, KS | Oct 2015 - Nov 2018 | 3 |
Asurea | Sacramento, CA | Mar 2010 - Jun 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- CA
- TX
-
Total Assets Under Management229MILLIONS
-
Total Number of Accounts2,835ACCOUNTS
-
Average Account Value$80,610
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.