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Debra Diane Starkey

Encompass More Asset Management LLC

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About Debra Diane Starkey

Debra Diane Starkey is a financial advisor with over 25 years of experience in the financial industry. Debra is currently an investment advisor representative of Encompass More Asset Management LLC. Prior to that, Debra was an investment advisor representative for Verity Investments, Inc. Debra has a strong track record of providing personalized financial advice to individuals, families, and businesses. Debra holds Series 6, 7, 24, 63, and 65 licenses. Debra is also licensed to sell insurance in Washington state. Debra is committed to helping her clients achieve their financial goals.

Firm Information

Debra Starkey is currently registered with Encompass More Asset Management LLC. Encompass More Asset Management LLC is a registered investment advisor headquartered in Danville, CA. With a team of 43 licensed agents and investment advisor representatives, the firm manages approximately $228.5 million in assets for 2,835 clients, including individuals, high-net-worth individuals, and other investment advisors. Encompass More Asset Management LLC offers portfolio management services for individuals and does not participate in wrap fee programs.
Encompass More Asset Management LLC

390 DIABLO RD SUITE 100

DANVILLE, CA 94526

$228.53M

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Debra Starkey’s Registration & Firm History

WA

08/11/2023 - Present

Encompass More Asset Management LLC (Creston WA)

NC

09/17/2021 - 09/28/2022

VERITY INVESTMENTS, INC. (DURHAM NC)

WA

06/20/2016 - 06/01/2021

KEY INVESTMENT SERVICES LLC (MOSES LAKE WA)

WA

07/29/2005 - 06/13/2016

KMS FINANCIAL SERVICES, INC. (GRAND COULEE WA)

CO

07/01/1998 - 08/11/2005

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

CA

11/17/1995 - 07/06/1998

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

AZ

08/14/1995 - 12/12/1995

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

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Licenses & Designations

IA

Issued 06/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/12/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/1996

Series 7 - General Securities Representative Examination

BC

Issued 08/11/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Debra Diane Starkey.
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