Dennis
May

Encompass More Asset Management LLC

CRD#6524560
Investment Advisor
in Spring Hill, TN

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About this Advisor

Dennis May is a financial advisor who works out of Spring Hill, Tennessee with 1 year of industry experience. May is an advisor for Encompass More Asset Management LLC. Throughout their career, May has worked at Washington National Insurance Company, Thrivent Investment Management Inc, Thrivent Financial, Washington National Ins Co, Mutual Of Omaha Insurance Co, Win Win Enterprises, Inc, Southern Ins Group, Cetera Advisor Networks LLC, Iams Wealth Management and Encompass More Asset Management LLC. May holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee. Encompass More Asset Management LLC is a company that has its headquarters in Danville, CA. It has offices in seven locations and a total of 34 financial advisors. It oversees $113 million in total assets across its 1,698 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,698 client accounts, just 5% belong to high-net-worth investors who have more than $1 million in assets available to invest. Encompass More Asset Management Llc offers portfolio management for individuals and small businesses. Financial advisory fee schedules depend on the type of services offered. Fees charged by Encompass More Asset Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Spring Hill, TN

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Encompass More Asset Management LLC Brokerage Details

Total Assets Under Management

$113,344,175

TN Average: $7,578,581,321
Total Number of Employees

34

TN Average: 43
Total Number of Accounts

1,698

TN Average: 3,727
Average Account Size

$66,752

TN Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Dennis May Work History

Dennis has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Encompass More Asset Management LLC

2009 - Present (15 years)

Win Win Enterprises, Inc

2021 - 2021 (< 1 year)

Iams Wealth Management

2018 - 2020 (2 years)

Southern Ins Group

2018 - 2020 (2 years)

Cetera Advisor Networks LLC

2016 - 2016 (< 1 year)

Washington National Ins Co

2016 - 2016 (< 1 year)

Mutual Of Omaha Insurance Co

2015 - 2016 (1 year)

Thrivent Investment Management Inc

2015 - 2016 (1 year)

Thrivent Financial

2015 - 2016 (1 year)

Thrivent Financial

2009 - 2015 (6 years)

Washington National Insurance Company

*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 Dennis May 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

Dominic Defreece
Reading, PA
James Johnson
Danville, CA
Cameron Clay
Danville, CA
Benjamin Jerome
Danville, CA
Corico Mccray
Sanford, FL
Paul Koenig
Ballwin, MO
Robert Jacobs
Danville, CA
Daniel Dietrich
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.

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