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Dennis Jay Burd

Verified

Verified

Encompass More Asset Management LLC

Specializations
Portfolio Management for Individuals
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About Dennis Jay Burd

Dennis Jay Burd has been in the financial services industry since 1983. Dennis is currently an Investment Advisor Representative with Encompass More Asset Management LLC. Dennis has previously worked with Verity Investments, Inc., Questar Capital Corporation, Financial Network Investment Corporation, and First Investors Corporation. Dennis has passed numerous industry exams and is registered to provide investment advice in Arizona, California, Pennsylvania, and Texas. Dennis has experience providing financial advice to both individuals and high net worth individuals.

Firm Information

Dennis Burd 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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Dennis Burd’s Registration & Firm History

CA

08/31/2022 - Present

Encompass More Asset Management LLC (DANVILLE CA)

PA

01/16/2019 - 10/01/2022

VERITY INVESTMENTS, INC. (GREENSBURG PA)

PA

09/18/2009 - 01/15/2019

QUESTAR CAPITAL CORPORATION (GREENSBURG PA)

PA

04/15/2005 - 10/06/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (GREENSBURG PA)

NJ

04/08/1983 - 04/18/2005

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BOTH

Issued 03/12/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/11/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/1984

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2002

Series 7 - General Securities Representative Examination

BC

Issued 04/07/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dennis Jay Burd. Review regulatory record here.
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