Dominic Defreece (CRD# 6159953) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 10 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass More Investments, LLC | Danville, CA | Nov 2023 - Current | < 1 |
| Encompass More Asset Management LLC | Danville, CA | Aug 2022 - Current | 1 |
| Defreece Financial Solutions | Wyomissing, PA | Jan 2022 - Current | 2 |
| Appreciation Financial | Henderson, NH | Oct 2019 - Sep 2023 | 3 |
| Verity Asset Management | Durham, NC | Dec 2019 - Dec 2022 | 3 |
| Hmhs | Camp Hill, PA | Sep 2018 - Jul 2020 | 1 |
| Blackridge Asset Management | Wyomissing, PA | Mar 2017 - Oct 2018 | 1 |
| Santander Bank | Wyomissing, PA | May 2018 - Sep 2018 | < 1 |
| Amazon | Breinigsville, PA | Oct 2017 - Apr 2018 | < 1 |
| Unemployed | Reading, PA | Jan 2017 - Mar 2017 | < 1 |
| Pfs Investments Inc. | West Lawn, PA | Oct 2015 - Dec 2016 | 1 |
| Primerica Financial Services | West Lawn, PA | Jul 2015 - Dec 2016 | 1 |
| Deutsche Bank | Philadelphia, PA | Jun 2014 - May 2016 | 1 |
| Park Avenue Securities LLC | Lancaster, PA | Nov 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- PA
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Total Assets Under Management229MILLIONS
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Total Number of Accounts2,835ACCOUNTS
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Average Account Value$80,610
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY
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