Unclaimed Profile

Brock Michael Mckinley

ENCOMPASS MORE ASSET MANAGEMENT LLC·DANVILLE, California

Series 65Clean record9 years registeredENCOMPASS MORE ASSET MANAGEMENT LLC

390 DIABLO RD SUITE 100, DANVILLE, CA 94526CRD# 6753438Firm CRD# 322382

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brock Michael Mckinley · DANVILLE, CA

Registration

CRD #6753438 · ENCOMPASS MORE ASSET MANAGEMENT LLC · 9 years registered

Brand Profile

Not yet started

Career History

ENCOMPASS MORE ASSET MANAGEMENT LLC

Sep 2022 – present

ENCOMPASS MORE LLC

Jul 2018 – Nov 2018

OAKDALE, CA

VERITY ASSET MANAGEMENT

Nov 2017 – Dec 2022

HENDERSON, NV

ENCOMPASS MORE LLC

Jul 2017 – Nov 2017

OAKDALE, CA

VERITY ASSET MANAGEMENT

Feb 2017 – Jul 2017

Oakdale, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 3, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD 322382 · SEC 801-126102

AUM

$229M

Regulatory assets under management

Employees

2,835 client accounts

Services offered by ENCOMPASS MORE ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ENCOMPASS MORE ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Brock Michael Mckinley offer?

Brock Michael Mckinley specializes in Investment Management, Fee-Only Advisory. Contact their office in DANVILLE, California for a consultation.

What are Brock Michael Mckinley's credentials?

Brock Michael Mckinley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brock Michael Mckinley located?

Brock Michael Mckinley is based in DANVILLE, California, working with ENCOMPASS MORE ASSET MANAGEMENT LLC. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.

How does Brock Michael Mckinley charge for services?

Brock Michael Mckinley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENCOMPASS MORE ASSET MANAGEMENT LLC?

ENCOMPASS MORE ASSET MANAGEMENT LLC has approximately 48 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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