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Timothy Douglas Nelson

Encompass More Asset Management LLC

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About Timothy Douglas Nelson

Timothy Douglas Nelson is an investment advisor representative at Encompass More Asset Management LLC. Timothy Nelson is a licensed insurance agent and provides insurance services and products via Skyline Financial Partners, LLC. Timothy Nelson is registered with the state of Virginia. Timothy Douglas Nelson has a Series 66, Series 7 and SIE license. Timothy Nelson has been in the industry since 2013. Timothy Douglas Nelson has been with Encompass More Asset Management LLC since May 2023. Prior to joining Encompass More Asset Management LLC, Timothy Douglas Nelson was with Bull Run Investment Management LLC, Centaurus Financial Inc., MML Investors Services and ING Financial Partners, Inc..

Firm Information

Timothy Nelson 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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Timothy Nelson’s Registration & Firm History

CA

05/03/2023 - Present

Encompass More Asset Management LLC (DANVILLE CA)

VA

04/03/2017 - 03/05/2020

CENTAURUS FINANCIAL, INC. (FAIRFAX VA)

VA

08/01/2014 - 06/15/2016

MML INVESTORS SERVICES, LLC (VIENNA VA)

VA

07/17/2013 - 07/21/2014

ING FINANCIAL PARTNERS, INC. (TYSONS CORNER VA)

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Licenses & Designations

BOTH

Issued 08/22/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Douglas Nelson.
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