Lisa
Gallo
Encompass More Asset Management LLC
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About this Advisor
Lisa Gallo is a financial advisor based in Danville, California, working with Encompass More Asset Management LLC. Lisa has previously held positions at National Planning Corp, United Planners' Financial Services Of America, Vitucci & Associates, Inc, Independent Financial Group, O'Donnell Financial Group, Inc, Encompass More Asset Management LLC, Independent Financial Group, LLC, and Encompass More Investments, LLC. Lisa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Lisa 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
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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
Lisa Gallo Work History
Encompass More Asset Management LLC
Encompass More Investments, LLC
Independent Financial Group
O'Donnell Financial Group, Inc
Independent Financial Group, LLC
United Planners' Financial Services Of America
Vitucci & Associates, Inc
National Planning Corp
Disclosures
Please visit the SEC profile of Lisa Gallo 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
Roseville, CA
Danville, CA
Laguna Niguel, CA
Danville, CA
Indiana, PA
Northbrook, IL
Danville, CA
San Antonio, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
