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Shelton King

Encompass More Asset Management LLC

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About Shelton King

Shelton King is an Investment Advisor Representative at Encompass More Asset Management LLC, a firm that provides investment advisory services to individuals. Shelton King is registered with the state of Florida and has been in the industry since 2004. Shelton King has also worked with PFS INVESTMENTS INC. and World Group Securities, Inc..

Firm Information

Shelton King 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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Shelton King’s Registration & Firm History

FL

04/02/2024 - Present

Encompass More Asset Management LLC (Orange Park FL)

GA

03/19/2009 - 12/31/2009

PFS INVESTMENTS INC. (MACON GA)

GA

09/12/2007 - 12/31/2007

PFS INVESTMENTS INC. (DULUTH GA)

FL

07/06/2006 - 12/31/2006

WORLD GROUP SECURITIES, INC. (JACKSONVILLE FL)

GA

07/27/2004 - 04/23/2005

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 03/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shelton King.
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