Encompass Advisors, Ltd.

Encompass Advisors, Ltd. (CRD# 130857) is a financial advisory firm headquartered in Brevard, NC. They manage $33,177,773 in 188 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $176,478
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC

Financial Advisors at Encompass Advisors, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Carissa S. Praytor
CRD#: 6560745
10 Encompass Plaza, Brevard, NC 28712
87
Wealthminder
score

Carissa Praytor (CRD# 6560745) is an Investment Advisor Representative working at Encompass Advisors, Ltd. in Brevard, NC and has 1 year of experience in the finance industry.

2
Jon R. Green
CRD#: 1270148
10 Encompass Plaza, Brevard, NC 28712
86
Wealthminder
score

Jon Green (CRD# 1270148) is an Investment Advisor Representative working at Encompass Advisors, Ltd. in Brevard, NC and has over 17 years of experience in the finance industry. Jon Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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