Galen
Bargerstock
Encompass More Asset Management LLC
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About this Advisor
Galen Bargerstock is a financial advisor based out of Indiana, Pennsylvania, with a total of 1 year of industry experience. Bargerstock is currently employed by Encompass More Asset Management LLC. Over the course of their career, Bargerstock has held roles at The Prudential Insurance Company Of America, Pruco Securities LLC, Government & Civil Employee Services, Verity Investments, Inc, Corecap Investments Inc, Encompass More Asset Management LLC and Encompass More Investments, LLC. Bargerstock has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Encompass More Asset Management LLC is a registered investment firm operating out of Danville, CA. It has offices in seven locations and a total of 34 financial advisors. It oversees $113 million in assets among its 1,698 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,698 accounts, just 5% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm provides portfolio management for individuals and small businesses. Financial advisory fees largely vary depending on which services the firm provides the client. Fee types charged by Encompass More Asset Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Galen Bargerstock Work History
Galen has been registered as a financial advisor for 1 years.*
Encompass More Asset Management LLC
Encompass More Investments, LLC
Verity Investments, Inc
Corecap Investments Inc
The Prudential Insurance Company Of America
Pruco Securities LLC
Government & Civil Employee 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 Galen Bargerstock 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
Danville, CA
Reading, PA
Danville, CA
Danville, CA
Danville, CA
Rocklin, CA
Sanford, FL
Henderson, NV
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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