Vicki Landry
Investment adviser representative at Encompass More Asset Management LLC
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- Encompass More Asset Management LLCNov 2024 to now
- AgencyfiNov 2024 to now
- Encompass More Investments, LLCNov 2024 to now
- Vantage Financial AllianceMar 2024 to Nov 2024
- Ipros Insurance ProfessionalsAug 2023 to Aug 2024
- Lspn Pro, LLCNov 2021 to Aug 2024
- Aurora Las Encinas HospitalJun 2019 to Oct 2020
- Kedren Community HospitalSep 2018 to May 2019
- Tarzana Treatment CenterFeb 2017 to Aug 2018
- Transamerica Financial Advisor, IncSep 2016 to Jul 2024
- Pacifica HospitalFeb 2016 to Jan 2017
- Transamerica Financial Advisors, IncSep 2014 to Mar 2018
- Axianta Financial PartnersOct 2011 to May 2024
- World Financial Group, Inc.Nov 2008 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6396238
- Firm CRD
- 322382