Alex
Stevenson
Encompass More Asset Management LLC
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About this Advisor
Alex Stevenson is a financial advisor based in Danville, California, working with Encompass More Asset Management LLC. Alex has previously held positions at Centaurus Financial Inc, Metrovac, Bull Run Financial Group LLC, Bull Run Investment Management LLC, Nestle Waters, Encompass More Asset Management LLC, and National Securities Corporation. Alex has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Alex is part of Encompass More Asset Management LLC, which operates out of Danville, California. The firm has 9 offices and 48 employees. The firm manages assets totaling $228.5 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Encompass More Asset Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Encompass More Asset Management LLC Brokerage Details
$228,528,667
48
2,835
$80,610
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Alex Stevenson Work History
Encompass More Asset Management LLC
Bull Run Investment Management LLC
Centaurus Financial Inc
Bull Run Financial Group LLC
Metrovac
National Securities Corporation
Nestle Waters
Disclosures
Please visit the SEC profile of Alex Stevenson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Encompass More Asset Management LLC
Northbrook, IL
Laguna Niguel, CA
Danville, CA
Danville, CA
Indiana, PA
Danville, CA
Roseville, CA
Danville, CA
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