Marla Valencia Isidro
Investment adviser representative at Encompass More Asset Management LLC
21 yearsExperience
4 statesRegistered in
$984.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Encompass More Investments, LLCMay 2024 to now
- Encompass More Asset Management LLCApr 2024 to now
- Transamerica Financial Advisors, Inc.Apr 2012 to Mar 2024
- World Financial GroupSep 2005 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, GA, TX).
Encompass More Asset Management LLC
$984.9MAssets managed
4,008Clients
85Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5043288
- Firm CRD
- 322382