Catherine Anderson (CRD# 7010252) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Palmyra, PA and has over 4 years of experience in the finance industry.
CRD# 3113314
Ameriprise Financial Services, LLC
CRD# 1520422
Janney Montgomery Scott LLC
CRD# 3097087
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass More Investments, LLC | Danville, IL | Jan 2023 - Current | 1 |
| Encompass More Asset Management LLC | Danville, CA | Aug 2022 - Current | 1 |
| Appreciation Financial | Henderson, NV | Mar 2019 - Jan 2023 | 3 |
| Verity Asset Management | Durham, NC | Apr 2019 - Dec 2022 | 3 |
| Verity Investments, Inc. | Durham, NC | Apr 2019 - Sep 2022 | 3 |
| Next Financial | Altoona, PA | Oct 2018 - Mar 2019 | < 1 |
| Ritter Insurance Marketing | Altoona, PA | Oct 2017 - Aug 2018 | < 1 |
| Baltimore Life Insurance | Duncanville, PA | Apr 2018 - Jul 2018 | < 1 |
| Unemployed | Altoona, PA | Jun 2017 - Sep 2017 | < 1 |
| Sheetz | Altoona, PA | Mar 2017 - May 2017 | < 1 |
| Unemployed | Duncanville, PA | Jan 2017 - Mar 2017 | < 1 |
| Penn State Univ | Altoona, PA | Aug 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
| S63 | Uniform Securities State Law Examination | Aug 2019 |
- PA
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Total Assets Under Management229MILLIONS
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Total Number of Accounts2,835ACCOUNTS
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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
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