Dennis Burd, financial advisor Danville CA

Dennis Burd

CRD Number: 1112731
Current Firm: Encompass More Asset Management LLC

Dennis Burd (CRD# 1112731) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Encompass More Investments, LLC Danville, CA Dec 2022 - Current 1
Encompass More Asset Management LLC Danville, CA Aug 2022 - Current 1
Burd Financial Group Greensburg, PA Apr 2009 - Current 14
Verity Asset Management Durham, NC Jan 2019 - Dec 2022 3
Verity Investments, Inc. Durham, NC Jan 2019 - Sep 2022 3
Questar Capital Corporation Minneapolis, MN Sep 2009 - Jan 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
S66 NASAA Uniform Combined State Law Examination Mar 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Dennis J. Burd
Phone Number: 925-272-8850
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    229
    MILLIONS
  • Total Number of Accounts
    2,835
    ACCOUNTS
  • Average Account Value
    $80,610
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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