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Gerardo Garcia

Encompass More Asset Management LLC

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About Gerardo Garcia

Gerardo Garcia is an Investment Advisor Representative with Encompass More Asset Management LLC. Gerardo is registered to provide investment advisory services in California and Texas. Gerardo has passed the Series 6, Series 63, and Series 65 exams. Gerardo has been in the financial services industry since 2007 and has previously worked at World Group Securities, Inc. and Appreciation Financial. Gerardo's specialties include investment company products/variable contracts.

Firm Information

Gerardo Garcia 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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Gerardo Garcia’s Registration & Firm History

CA

03/07/2023 - Present

Encompass More Asset Management LLC (DANVILLE CA)

CA

05/30/2007 - 12/31/2007

WORLD GROUP SECURITIES, INC. (LAKE ELSINORE CA)

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Licenses & Designations

IA

Issued 08/24/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/05/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gerardo Garcia.
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