Brock
Mckinley
Encompass More Asset Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brock Mckinley is a financial advisor based out of Henderson, Nevada who has 1 year of industry experience. Mckinley works at Encompass More Asset Management LLC. Over the course of their career, they have held roles at Teacher'S Pension & Insurance Services, Encompass More Asset Management LLC and Verity Asset Management. Mckinley has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Nevada. Encompass More Asset Management LLC is an advisory company that has its headquarters in Danville, CA. The investment advisory business has offices in seven locations and a total of 34 people on staff. It has $113 million in assets across its 1,698 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,698 customer accounts, just 5% are held by high-net-worth clients who have at least $1 million in investable assets. Encompass More Asset Management Llc offers portfolio management for individuals and small businesses. Financial advisory fees typically vary depending on which service is provided. Fees billed by Encompass More Asset Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Encompass More Asset Management LLC Brokerage Details
$113,344,175
34
1,698
$66,752
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Brock Mckinley Work History
Brock has been registered as a financial advisor for 1 years.*
Encompass More Asset Management LLC
Verity Asset Management
Teacher'S Pension & Insurance Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brock Mckinley 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
Reading, PA
Danville, CA
Danville, CA
Danville, CA
Henderson, NV
Sanford, FL
Scottsdale, AZ
Danville, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
